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After graduation from Wofford College (Spartanburg, So. Carolina) with an AB degree in psychology, I worked for Union Carbide Corporation (New York City) as a manufacturer's representative. Eight months later (February 1958) I entered the U.S. Army Counterintelligence Corps as a Second Lieutenant. After serving for two years, I was discharged and continued for three more years as a reservist. I received an honorable discharge as a Captain in 1964.

I entered the life insurance business in 1961 as a salesman and have held this position to date. Professionally, I am a Life and Qualifying Member of the Mission Dollar Round Table. I am a member of the Solano/Napa Association of Life Underwriters and have been a guest speaker at many life association meetings throughout California and the Western states. In addition articles have been published in various trade journals. During the past thirty-five years, I have been a member of New York Life's highest Council, which is recognition of the top 250 New York Life agents in the country. In addition each year since 1963, I have received the National Quality Award, NALU. I spoke at the 1973 MDRT Convention in Seattle, was elected to NYLIC Agents Advisory Council in 1973 and served as the secretary to the AAC in 1974-75. In 1985 I was a guest speaker at the MDRT - San Francisco. In 1976, we formed Pacific Insurance Programs, Inc., a life insurance and employee benefit sales/service force specializing in corporate insurance, employee benefits and estate planning. For the New York Life Insurance Company Club Year 1979-80, I led the Central Pacific Region as the Regional Vice President. I was among the top 100 agents recognized by New York Life as a Summit Member in 1981.

For eight years I was active as a member of the Lions International Service Organization. My positions of responsibility have included president, director, and district chairman. I was a member of the Board of Directors of the Sequoia YMC and currently serve as an advisor to the executive committee. I have served terms on the Board of Directors of the San Mateo County United Crusade and the United Bay Area Crusade covering five Bay Area counties. I have served as vice chairman of the Sequoia Region of the American Red Cross, served on the Board of Directors and the Executive committee. In 1966, I was one of six men selected from Northern California by Rotary International to represent the district for two months in Japan for a business and cultural exchange. In addition, I am a former director of the Northern California Kidney Foundation. My name appears in Who's Who in the West. During the time of my residence in the community of Ladera in Portola Valley, California, I was elected to the Board of Directors of the Ladera Community Association in 1970. In 1971, I was elected Treasurer and President the following year. Most recently, I was elected to the Board of Trustees for the Napa Valley Unified School District. In 1984, I was invited to be a Board member of a non-profit corporation, Products and Services Industries, training mentally handicapped children for the work force. In 1987, I became a board member of the Napa County Volunteer Center, and the City of Napa Parks and Recreation Commission. During 1996, I was a member of the Napa County Grand Jury.

In 1971, I was a founding director of the Camino California bank and served on the Board of Directors and the Loan Committee until 1975.

I was the chairman of the Ladder Neighborhood School Committee for 1978-79. I was a member of the Educational Advisory Committee for Robert W. Naylor, Assemblyman, 20th District.

In 1979-80 I served on the Board of Directors and was elected to Secretary in 1980-81 for the Palo Alto Rotary Club. The Palo Alto Rotary Club selected me to lead the team of five young businessmen to England in 1981. For six weeks we studies business, social, and personal aspects of life in Southern England.

I spent the Month of June in 1982 in the New York Life Insurance Company Home Office as a consultant to augment the new Agent's Training Program. The "Templeton Prospecting System" is now being implemented as a tool for New York Life General Managers in training new agents.

In July of 1982, I set sail with my family from Plymouth, Massachusetts and spent one full year cruising home to the San Francisco Bay via the Caribbean and through the Panama Canal. My hobbies include sailing, tennis, golf, and skiing

In 1999-2000, I was president of the Napa Rotary club. Currently, I am member of the Penn Valley, CA rotary club.


“I just want to express my sincere appreciation for a tremendous presentation on prospecting. Your principles and system of self-discipline were well articulated and your stories, as a producer, made it tremendous for our audience.”

—John R. Cassin, CLU,ChFC
Agency Manager
The Equitable
New York,
NY
 
Sales Training Techniques (STT)
1500 Third Street, Suite A, Napa, CA 94559
ctempleton@sttprospecting.com • 530.559.2876
 

 

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