Jim Effner, CLU

Title: President & CEO
Company: P2P Group, Inc.
Traveling From: Aurora, Illinois

Jim Effner is founder and President of P2P Group, a company specializing in raising the performance of financial advisors. Jim brings his wealth of experience and his passion for grooming top performers to every audience. After a successful corporate career, he has chosen to give back to his industry with enthusiasm and energy.

Prior to forming the P2P Group, Jim was Managing Partner of one of the largest Northwestern Mutual offices in the country. The Effner Financial Group  consisted  of  117  full-­‐time  advisors  and  28  college  financial  reps, insuring over 65,000 policyholders with a face amount of nearly $27 billion.

A Million Dollar Round Table qualifier every year he worked in the business, Jim is now a lifetime member of the Million Dollar Round Table. He was a three-time Recognition Dinner/Forum qualifier, which represents the top 5% of all Northwestern Mutual advisors. In fact, he was the youngest person to make Forum the first two times he qualified. As a new advisor, he led his region in 1990, 1991 and 1992, placing runner-­‐up in the Bronze and Silver awards, and 3rd in the Gold.

Jim graduated from Valparaiso with a degree in finance and economics in 1989. He has exemplary credentials in all facets of the industry, including sales, management and training.

Jim lives in Aurora, Illinois. He and his wife, Lynn, have three children: Brittney, Brianna, and Bryce.