CLU-Certified Life Underwriter
- Has a legal requirement to do what is in the best interest of the client
- Qualified member of Million Dollar Round Table (MDRT)*
- 21 years of financial planning experience
- Focuses on income planning and money management
*Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one clients evaluation.