Midwest Financial Group’s Awards, Honors & Designations
Million Dollar Round Table (18 years)
Founded in 1927, the Million Dollar Round Table (MDRT) is a global, independent association of more than 43,000 of the world’s leading life insurance and financial services professionals. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.
Top 40 Under 40 Award (2005 and 2016)
The Forty Under 40 Award honors outstanding professionals age 40 or under who have risen to the top of their industry while also being involved in their communities. Judging is based on the criteria of success in practice, continuing education, industry involvement and community involvement.
Leadership Roles with NAIFA (President, Board of Directors)
The National Association of Insurance and Financial Advisors (NAIFA) comprises nearly 800 state and local associations representing the business interests of 225,000 members. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
CFP®, ChFC®, and CLU® Designations
In addition to CERTIFIED FINANCIAL PLANNER™ designations, we have also worked hard to achieve additional status as a Chartered Financial Consultant® and Chartered Life Underwriter®.
Million Dollar RoundTableMembership inclusion is based upon eligible commissions from fixed/variable products, eligible premiums or annual gross income. For more information, please visit www.mdrt.org.
This list of considerations is not exhaustive. Your decision whether or not to roll over your assets from an employer-sponsored plan into an IRA should be discussed with your financial advisor and your tax professional. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IA, IL, IN, KY, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, TX, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, member http://www.finra.org / http://www.sipc.org, a Registered Investment Adviser.