Terry Lee Ives

Terry Lee Ives


Terry Lee Ives

A USC and Marine Corps graduate, Terry Lee Ives started his career as an insurance professional in 1960 with the Travelers Insurance Company. Six years later, overweight and a smoker, he embarked on a complete lifestyle change through an exercise program. In 1976, at age 41, he began competing in marathons, Iron-mans, and Ultramans. Having completed 754 competitive races and establishing a client base of over 2,000 clients, Terry attributes attitude, discipline, and positioning to his accomplishments.

Professional Experience and Licenses

Education

  • Long Beach Poly High School
  • Long Beach City College
  • USC: BA in Business 1958

Military

  • U.S. Marine Corps: 1958-1963

Career

  • 1960: Life and Health Insurance Agent
  • 1969: Series 6 & 7- Stocks, Bonds, Securities
  • 1969: Fixed, Index, Variable Annuity
  • 2006: Medicare Advantage

Second Career

  • Marathon Runner and Triathlete- 777 Races: 1976-2001; 25 Years.

Association, Memberships, and Continuing Education

  • NAIFA (National Assoc. Insurance Financial Advisors) 1961
  • FPA (Financial Planning Association- Previous name was IAFP)1970
  • OCHU(Orange County Health Underwriters) 1983
  • OCEBC (Orange County Employees Benefit Council) 2004
  • ALTC (Association of Long Term Care) 2000
  • S of CSA (Society of Certified Senior Advisors) 2000
  • San Clemente Chamber of Commerce; 2004

Associations