FIELD AGENT: Mr. James Bell, CFP®, CERTIFIED FINANCIAL PLANNER™

 

James Bell is the Field Agent for the Knights of Columbus Councils that serve St. Philip's in Flower Mound (Council #09884), St. Ann's in Coppell (Council #10245), St. Thomas Aquinas in Dallas (Council #11937) and Mater Dei in Irving (Council #15033).  James began his career as a Field Agent in Arkansas in June of 2014.

 

He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2021.  He is one of the 8 longest tenured Field Agents in the Knights of Columbus to become certified to work as an Investment Advisor Representative for the Knights of Columbus Asset Advisors when the program first became available in 2021.  As such, he is able to handle not only life insurance, long term disability insurance, long term care insurance, and annuities but also is licensed to serve as a fiduciary helping clients seeking to maximize their returns in their IRA, Roth IRA, and nonqualified investment accounts.

 

Before beginning his career with the Knights, James attended the University of Dallas in Irving, earning a Bachelor’s degree in 2007 with a double major in History and English.  After graduation, he spent two years in sales before getting professionally involved in the pro-life movement from 2009 – 2014.

 

James married his beautiful wife Karen in 2012.  Karen is now a dedicated full-time homemaker taking care of ten year old Natalie, eight year old Cynthia, six year old Brendan, four year old Blaise, and one year old Sebastian.

 

 “I am honored to be able to serve my brother Knights and their families,” James said, “and to continue the mission set forth by our venerable founder, Father Michael J. McGivney. I plan to thoroughly educate clients interested in exploring further participation in the top-rated Knights of Columbus insurance programs, so that you can make the best decision for yourself and your family.”

 

Be sure to contact James today, and schedule time for him to visit with you and your family to help you assess your needs. You’ll be happy you did.

 

Awards:

  • 2023 Kinane Award for #1 Agent in Texas (For Volume)

    May 2023 - Knights of Columbus Texas State Convention in Dallas

    Awarded the Kinane Award for the #1 Field Agent in Texas (the largest jurisdiction of Knights in the US & Canada) based on 2022 life volume (the total amount of life insurance death benefit for policies placed in force that calendar year).
     

  • 2023 Incentive Trip to Disney World (Supreme Knights Club)

    March 2023 - Knights of Columbus Corporate Office

    Awarded an all-expenses paid trip to Disney World for Field Agents and their wives for meeting insurance sales goals in 2022. Also qualified to stay extra due to qualifying for the Supreme Knights Club for top producers.
     

  • 2023 Million Dollar Round Table Membership

    January 2023 - Million Dollar Round Table

    Awarded membership in the Million Dollar Round Table. In 2023, the top 6,948 life insurance agents in the United States qualified for membership based on 2022 production to join the Million Dollar Round Table, the premier association of financial professionals industry-wide. Out of those 6,948 American agents, 340 of those financial professionals were Field Agents or Assistant General Agents for the Knights of Columbus in the United States.
     

  • 2022 Incentive Trip to the Bahamas (Supreme Knights Club)

    March 2022 - Knights of Columbus Corporate Office

    Awarded an all-expenses paid trip to the Bahamas for Field Agents and their wives for meeting insurance sales goals in 2021. Also qualified to stay extra due to qualifying for the Supreme Knights Club for top producers.  This was the first trip not cancelled by the Order since Bermuda in 2019.
     

  • 2022 Million Dollar Round Table Membership

    January 2022 - Million Dollar Round Table

    Awarded membership in the Million Dollar Round Table. In 2019, 7,561 life insurance agents in the United States qualified for membership based on 2021 production to join the Million Dollar Round Table, the premier association of financial professionals industry-wide. Out of those 7,561 American agents, 336 of those financial professionals were Field Agents or Assistant General Agents for the Knights of Columbus in the United States.
     

  • 2021 Kinane Award for #1 Agent in Texas (For Application Count)

    April 2021 - Knights of Columbus Texas State Convention in Houston

    Awarded the Kinane Award for the #1 Agent in Texas (the largest jurisdiction of Knights in the US & Canada) based on 2020 performance. This award was for application count (the total combined life, disability, and long term care insurance policies placed in force that calendar year).
     

  • Incentive Trip Award to the Bahamas (Supreme Knight's Club) *Cancelled due to Covid*

    March 2021 - Knights of Columbus Corporate Office

    Awarded an all-expenses paid trip to the Bahamas for Field Agents and their wives for meeting insurance sales goals in 2020. Also qualified to stay extra due to qualifying for the Supreme Knights Club for top producers. *This trip was later cancelled due to concerns about Covid and was replaced by a bonus from the Order.*
     

  • 2021 Million Dollar Round Table Membership

    January 2021 - Million Dollar Round Table

    Awarded membership in the Million Dollar Round Table. In 2021, the top 8,093 life insurance agents in the United States qualified for membership based on 2020 production to join the Million Dollar Round Table, the premier association of financial professionals industry-wide. Out of those 8,093 American agents, 382 of those financial professionals were Field Agents or Assistant General Agents for the Knights of Columbus in the United States.
     

  • 2020 Kinane Award for #1 Agent in Texas (For Equalizer)

    April 2020 - Texas Knights of Columbus State Convention in Dallas *held digitally due to Covid*

    Awarded the Kinane Award for the #1 Agent in Texas (the largest jurisdiction of Knights in the US & Canada) based on 2019 performance. This award was for equalizer (the total combined life, disability, and long term care insurance first year commissions earned for policies placed in force that calendar year).
     

  • 2020 Incentive Trip to The Big Island of Hawaii (Supreme Knights Club) -- *Cancelled due to Covid*

    March 2020 - Knights of Columbus Corporate Office

    Awarded an all-expenses paid trip to the Big Island in Hawaii for Field Agents and their wives for meeting insurance sales goals in 2019. Also qualified to stay extra due to qualifying for the Supreme Knights Club for top producers. *This trip was later cancelled due to concerns about Covid and was replaced by a bonus from the Order.*
     

  • 2020 Million Dollar Round Table Membership

    January 2020 - Million Dollar Round Table

    Awarded membership in the Million Dollar Round Table. In 2020, the top 7,349 life insurance agents in the United States qualified for membership based on 2019 production to join the Million Dollar Round Table, the premier association of financial professionals industry-wide. Out of those 7,349 American agents, 131 of those financial professionals were Field Agents or Assistant General Agents for the Knights of Columbus in the United States.
     

  • 2019 Incentive Trip to Bermuda (Supreme Knights Club)

    May 2019 - Knights of Columbus Corporate Office

    Awarded an all-expenses paid trip to Bermuda for Field Agents and their wives for meeting insurance sales goals in 2018. Also qualified to stay extra due to qualifying for the Supreme Knights Club for top producers.
     

  • 2019 Kinane Award for #1 Agent in Texas (For Volume)

    April 2019 - Knights of Columbus Texas State Convention in Corpus Christi

    Awarded the Kinane Award for the #1 Field Agent in Texas (the largest jurisdiction of Knights in the US & Canada) based on 2017 life volume (the total amount of life insurance death benefit for policies placed in force that calendar year).
     

  • 2019 Million Dollar Round Table Membership

    January 2019 - Million Dollar Round Table

    Awarded membership in the Million Dollar Round Table. In 2019, the top 7,871 life insurance agents in the United States qualified for membership based on 2018 production to join the Million Dollar Round Table, the premier association of financial professionals industry-wide. Out of those 7,871 American agents, 106 of those financial professionals were Field Agents or Assistant General Agents for the Knights of Columbus in the United States.
     

  • 2018 Incentive Trip to Ireland and Scotland (Supreme Knights Club)

    April 2018 - Knights of Columbus Corporate Office

    Awarded an all-expenses paid trip to Ireland and Scotland for Field Agents and their wives for meeting insurance sales goals in 2017. Also qualified to stay extra due to qualifying for the Supreme Knights Club for top producers.
     

  • 2018 Kinane Award for #1 Agent in Texas (For Equalizer)

    April 2018 - Knights of Columbus Texas State Convention in Houston

    Awarded the Kinane Award for the #1 Field Agent in Texas (the largest jurisdiction of Knights in the US & Canada) based on 2017 life equalizer (the total life insurance first year commissions earned for policies placed in force that calendar year).
     

  • 2018 Million Dollar Round Table Membership

    January 2018 - Million Dollar Round Table

    Awarded membership in the Million Dollar Round Table. In 2018, the top 7,870 life insurance agents in the United States qualified for membership based on 2017 production to join the Million Dollar Round Table, the premier association of financial professionals industry-wide. Out of those 7,870 American agents, 116 of those financial professionals were Field Agents or Assistant General Agents for the Knights of Columbus in the United States.
     

  • 2017 Kinane Award for #1 Agent in Texas (For Equalizer)

    April 2017 - Texas Knights of Columbus State Convention in Dallas

    Awarded the Kinane Award for the #1 Agent in Texas (the largest jurisdiction of Knights in the US & Canada) based on 2016 performance (after having moved from Little Rock to Irving in April). This award was for equalizer (the total life insurance first year commissions earned for policies placed in force that calendar year).
     

  • 2017 Incentive Trip to Mexico City & Playa del Carmen in Mexico (Supreme Knights Club)

    March 2017 - Knights of Columbus Corporate Office

    Awarded an all-expenses paid trip for Agents and their wives to Mexico City for a pilgrimage to see the Tilma of Our Lady of Guadalupe and a vacation at a Playa del Carmen resort for meeting insurance sales goals in 2016. Also qualified to stay extra due to qualifying for the Supreme Knights Club for top producers.
     

  • 2016 Arkansas Agent of the Year

    April 2016 - Arkansas Knights of Columbus State Convention in Hot Springs

    Awarded the 2016 Arkansas Agent of the Year based on performance during the calendar year 2015.
     

  • 2016 Incentive Trip to Kauai, Hawaii (Basic Qualification)

    February 2016 - Knights of Columbus Corporate Office

    Awarded an all-expenses paid trip to Kauai, Hawaii for Field Agents and their wives for meeting insurance sales goals in 2015, the first full year working for the Knights of Columbus.

 
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