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®
Helping Agents to become the 'Trusted Advisor' people want to see...
to create endless streams of new, repeat and referral business!


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"The Prudent Man Award"



This award is given to financial professionals who have 10 or more years of experience
as a true financial planner, and have been recognized by their peers for the practice
(or promotion) of Prudent, Qualified and Responsible Client Service.

Congratulations To The Following Exemplary Recipients...

2008 Financial Services Professionals

2008 Financial Industry Leaders and Trainers

Mehdi Fakharzadeh

Harold Chorney, RFC, RTIA, FMM

Dr. Geoffrey A. Vanderpal, CFP, CLU, CFS, RFC, CTP, MBA, DBA Forrest Wallace Cato, RFMA, RFC, CRR, CPC, FMM
Nick Royer, FMM, RFC Alan W. Altman, RFC
Jerry Royer, FMM, RFC Jim McCarty, CLU, RHU, LUTCF, RFC
Steve Bailey, CEBA, LUTCF, RFC

Jeffrey Reeves, MA

Graceful Grady, RFC, WMS, CEA,

Matthew J. Rettick, CEP, CSA, CAS, RFC

Antonio Filippone, FMM, RFC

 

Rick White, FMM, RFC  

 

2009 Financial Services Professionals

2009 Financial Industry Leaders and Trainers
   
   
   
   
   
   
   
   
   
   

 


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Insurance Pro Shop ®

Helping Agents and Advisors create endless streams of

new, repeat and referral business…

 

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Toll Free: 877-297-4608

Phone: 770-443-2852

Fax: 800-901-6837

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Updated 1/15/09