Importance of dealing with a qualified member of MDRT
What is the MDRT?
The MDRT or the Million Dollar Round Table is a trade association formed in 1927 to aid insurance brokers and financial advisors. This organisation establishes business best practices and focuses on developing ethical and effective ways of increasing potential clients’ interests in financial products.
MDRT members are known to come together not for accolades or personal gain, but to share how they help clients secure their future and gain peace of mind. A MDRT qualified insurance advisor can help open several opportunities for your future growth.
I called several insurance agent and I didn't like the price. I know how much the insurance should cost. I got Harpreet's number from Google and called her. The quote was fast and accurate. I had some questions which answered well. I asked couple of family friends about pricing and coverage, Next day I bought the insurance from her. Good service and better price than most of the others.
What does it mean if your financial advisor is a qualified member of MDRT?
It is well known that qualified members of MDRT demonstrate exception knowledge and expertise, strict ethical conduct and outstanding client service. Here is how you can benefit if your agent or advisor is a MDRT member:
- If an agent is a MDRT member, it means that they are one of the best in the industry. They can help you find opportunities for growth that most other advisors may not be able to find.
- As a member of the MDRT they uphold a higher ethical standard than most advisors and agents. Their code of ethics is monitored by the association. So, if you feel that an agent or advisor has been unethical with their practices, you can easily report them.
- Members are known for their commitment to their clients. They have the skills and expertise to serve or advise any client, anywhere, at any time.
If you have any questions regarding your investment opportunities or would like to understand all the options available to secure your future, feel free to contact the insurance and financial advisors at Harpreet Puri. We will always be on hand to answer your queries and assist and advise you as needed.