awards and recognitions


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The wealth professional award

This award for excellence goes to the standout financial advisor specializing in the insurance vertical and offering outstanding planning service and excellent product offering. This recognizes those involved in insurance planning, business succession planning and investment/retirement planning that is centered on an insurance product offer.


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“Top performer” award

This award acknowledges the top performer for their excellent time management, profit generation and impeccable customer service with a keen attention to detail through all processes.