Power Phrase of the Day

At the time of doing business with our client, the client should be easy with us. Care should be taken that he not be busy in some other work.

Anonymous Jitendra Deokule

February 14, 2016

Round the Table magazine

The multigenerational advisor

by Liz DeCarlo

January/February 2016

Why you need to be working with more than just Mom and Dad.

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MDRT in the news

Regina Bedoya, CLU, ChFC, of Juno Beach, Florida, is the 2016 Nominee to the MDRT Executive Committee.

December 7, 2015

Regina Bedoya, CLU, ChFC, of Juno Beach, Florida, is the 2016 Nominee to the MDRT Executive Committee. She is a 22-year MDRT member with six Court of the Table qualifications and a Diamond Knight of the MDRT Foundation. Bedoya is president of RB Financial Advisors, a financial consulting firm specializing in retirement and insurance planning.

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