Power Phrase of the Day

Ethics is not about the adherence to policies set by the regulator, but the integrity and honesty in the context of what is communicated.

Anonymous Jeanette Pay Mei Peng CFP Singapore

February 05, 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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