In The News
Thriving in a Changing World
We had a great day with Joe Jordan.
March 7th 2018 was a very special day for National Financial Services Group. Mehran Assadi Chairman, CEO, and President of National Life was in the building just having a Town Hall discussion with us and our office. No question was off limits and everyone had the opportunity to meet and speak to Mehran Assadi. This was a perfect example of leading by example and living our motto of Do good, Be good, and Make good.
Outstanding Individual Achievements*
- 2016, 2015, 2014, 2012, 2011 – "Top Advisor under 40" Award (National Association of Insurance and Financial Advisors) - Peter MacKenzie.**
- 2017, 2015, 2014, 2013, 2012, 2003 NFSG Excalibur Award for Top Associate - Bruce Reich, CPA, MBA
- 2017 Premier Producer Group – Hillory Burkett , Jr., CFP®
- 2017 Diamond Club – Bruce Reich, CPA, MBA;
- 2017 President’s Club Qualifiers – Hillory Burkett, Jr., CFP®; Hugh F. Hale, III; Bruce Reich, CPA, MBA;
Designations and Registrations
- 2016 Curt Spinney received the RICP®
2015 Stuart Jones became a Certified Financial PlannerTM
*Awards are based on sales criteria.
** Recognizes excellence and achievement in the insurance and financial services fields measuring business production, years in business, and community involvement for professionals 40 years of age and younger.