MDRT - Million Dollar Round Table

MILLION DOLLAR ROUND TABLE (MDRT)*

What is the MDRT?  Founded in 1927, *The MDRT is the Premier Association of Financial Professionals, it is recognized as the standard of excellence for life insurance sales performance in the insurance sales performance in the insurance and financial services industry.

I have achieved my goal of becoming a member of MDRT six times during my years of service to my clients. My membership years are: 1990, 1994, 1999, 2003, 2004 and 2016. I am proud to announce that I have again achieved my goal in 2016. Serving my clients and providing them with information to help secure their financial future is my number one goal.

MDRT:    CODE OF ETHICS

  1. Always place the best interests of their clients above their own direct or indirect interests.

  2. Maintain the highest standards of professional competence and give the best possible advice to clients by seeking to maintain and improve professional knowledge, skills and competence.

  3. Hold in strictest confidence, and consider as privileged, all business and personal information pertaining to their clients; affairs.

  4. Make full and adequate disclosure of all facts necessary to enable clients to make informed decisions.

  5. Maintain personal conduct that will reflect favorably on the insurance and financial services profession and MDRT.

  6. Determine that any replacement of an insurance or financial product must be beneficial for the client.

  7. Abide by and conform to all provisions of the laws and regulations in the jurisdictions in which they do business.

Please visit the MDRT web site www.mdrt.org for additional information.