Diann Jones' Credentials


 



Diann Jones

, MBA, CLTC


 

Diann with her older daughter, Nicole

Picture of diann jones with older daughter nicole Mission:
Diann Jones, MBA, CLTC, Parent/Advocate, has deep roots in advocacy in the disability community as a parent, advocate, professional and positive change agent. She does not charge for calls or conferences with fellow parents and extended families of children and/or adults with disabilities. Diann assists their parents and family members through the necessary steps to plan for a lifetime of proper supports using person-centered planning techniques. By taking this approach in assisting other families, she makes certain that anyone who may need her services can take advantage of her experience -- regardless of their financial status or situation. Her mission is clear: To help other families plan properly, so they may provide not only lifetime care, but also quality of life, for their children or other dependents with special planning needs.

Business Experience:

  • Began career in Financial Services – 1990
     
  • Joined MetLife – 2002
     
  • National Speakers Bureau Graduate – 2004

    Professional Designations/Licensure/Memberships:
     
  • Million Dollar Round Table Member (MDRT) – 1999, 2000, 2001
     
  • MBA (Master of Business Admin., Finance Distinction) – 2001
     
  • CLTC (Certified in Long Term Care Insurance, Master Class) – 2002
     
  • MetDESK® Specialist – 2003
     
  • Registered Representative of MetLife Securities, Inc.
     
  • Investment Adviser Representative Designation (S65) with MetLife Securities, Inc.

    Professional Memberships:
     
  • Million Dollar Round Table – (2001-2002)
     
  • Society of Financial Service Professionals
     
  • Corporation for Long Term Care Certification
     
  • National Association of Insurance and Financial Advisors
     
  • International Association for Registered Financial Consultants

    Advocacy, Awareness and Volunteerism:
     
  • Partners in Policymaking® Oversight Committee Chairperson (2007)
     
  • Partners in Policymaking® Co-Coordinator, along with Beth MacDonald (03/06 - 10/06)
     
  • Recipient of Delaware's Annual "Unsung Hero Award" presented by Eagles linebacker, Dhani Jones (11/29/05)
     
  • Elected as Board Member of Variety: Delaware, a Children's Charity (11/01/05 - present)
     
  • Governor-appointed member of the Delaware Developmental Disabilities Council (12/21/04 - 12/21/14)
     
  • Partners in Policymaking® Graduate (10/30/04)
     
  • Prepares and gives testimony and educates legislators regarding issues that affect persons with disabilities
     
  • Featured on CN8's "Your Morning Show", discussing financial and estate planning for children with special needs (2/17/04)
     
  • Member/volunteer of various advocacy organizations who serve and advocate for and with people with disabilities
     
  • A sought-after speaker on special needs planning issues, giving platform presentations and facilitating workshops
     
  • Authored numerous articles and created a web site containing resources for families and the intricacies of special needs planning
     
  • Often utilized by the media as a reference and expert in the special needs planning area
     
  • Routinely prepares and gives Legislative Testimony

    Personal:
    A Delaware native originally from Hockessin, Diann currently resides in Middletown with her family. She and her husband, Brian, were married in 2006 near St. Louis -- close to his large family and hometown. Brian is a project engineer for a heavy civil construction company in Maryland. As a family, they enjoy cooking together, sporting events, movies, traveling and church activities.

    Diann is the proud parent of a sixteen year old daughter, Nicole Ann, who attained the rank of a black belt candidate in Tang Soo Do karate while in 8th grade and began building self-advocacy skills of her own. Nicole's current aspirations include obtaining a part-time job and graduating high school with her classmates. She hopes to attend cosmetology school afterwards, and turn her flair for hair and makeup into a lifelong career. Nicole also enjoys singing soprano in her high school choir.

    Diann and Brian are also very proud of their younger daughter, Brianne Grace, born in March 2008. She was named after the letters in all of their names: Brian, Diann and Nicole. The newest addition to their family promises to keep them all very active and young at heart.

     

  • * MetLife does not provide tax or legal advice. Consult with your legal and tax professionals before making any decisions.

     

    Diann Jones, MBA, CLTC
    MetDESK® Specialist, Parent/Advocate
    (MetLife's Division of Estate Planning for Special Kids)

    MetLife, 111 Continental Drive, Suite 305, Newark, DE 19713
    Phone: (302)781-1055 or (800)341-8854 x-1055
    Fax: (302)338-8025 Mobile: (302)530-1234
    Email: djones15@metlife.com Web: www.diannjones.com