If you are interested to join the ranks of top financial and life insurance professionals in the Million Dollar Round Table (MDRT), a strategic approach is absolutely essential. MDRT qualification requires a certain production-level to be met in addition to its strict standards for ethical practices. Luckily, the parameters for production qualification are laid out quite clearly by MDRT, with annual production levels broken down by month. Use their guidelines as a starting point to set goals and … [Read more...]
About the Author
James D. Pittman, CLU, CFP, of Portland, Oregon, is First Vice President of MDRT. He is a 42-year MDRT member with 16 Court of the Table and four Top of the Table qualifications. He is also a Diamond Knight of the MDRT Foundation and has served on its Board of Trustees. Pittman is founder and president of Insurance Consulting Services Inc., an affiliate firm of M Benefit Solutions. In 2009, he was honored with the prestigious Bud Horn award from the Oregon Association of Insurance and Financial Planners. He is the past president of the Estate Planning Council of Portland and the Portland Chapter of CLU and ChFC.