Before John Hepworth can speak intelligently about the products and services that might be appropriate for you and your family, John needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know John.

Review the experiences and accomplishments of John Hepworth.

John specializes in personal and business planning, as well as retirement funding and risk management.

John also serves as the Estate and Business Planning Specialist for his local Network office. In this capacity, he assists individuals and businesses design estate and transition plans to best fit their needs and objectives.

Associations and Memberships

NAIFA National Association of Insurance and Financial Advisors
John Hepworth is a member of the National Association of Insurance and Financial Advisors (NAIFA).The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

The National Association of Insurance and Financial Advisor (NAIFA) is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

John is a National Quality Awards qualifier. He has also qualified for this award numerous times throughout his career (National Quality Award 1988-1996, 2000-2010 and NAIFA Quality Award 2011-2013).

The National Quality Award (NQA) was created in 1944. The NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs.

MDRTMillion Dollar Round Table (MDRT)
John is also a qualifying/life member of the Million Dollar Round Table. He has qualified for MDRT numerous times throughout his career (Qualifying/Life Member: 1998-2014; Qualifying Member: 1990-1997; Provisional Member 1989). MDRT is The Premier Association of Financial Professionals.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

John Lewis Hepworth
Wealth Management Advisor

Hepworth & Associates


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