Nominee Registration

We invite you to submit an essay or resume that highlights your career achievements and contributions within the financial services profession. Please structure your submission clearly, ensuring that you provide detailed responses to the following points:

2. Professional Associations

Are you affiliated with any professional associations for insurance brokers or financial advisors? Please specify.

3. Production Achievements

Provide details of your production achievements, such as:

Minimum of $100,000 in first-year production credit, $200,000 in annual premium income, or $400,000 in total income for at least 25 years (or equivalent to 1 MDRT qualification).
Minimum of $300,000 in first-year production credit, $600,000 in annual premium income, or $1,200,000 in total income for at least 20 consecutive years (or equivalent to 1 COT qualification).
Minimum of $600,000 in first-year production credit, $1,200,000 in annual premium income, or $2,400,000 in total income for at least 20 consecutive years (or equivalent to 1 TOT qualification).

4. Leadership Roles in Professional Associations

Describe any leadership roles you have held, such as Chair or President of a committee, in national or international professional associations for insurance brokers or financial advisors.

5. National and International Leadership

Detail your contributions as a leader at the national level (e.g., Advocis, NAIFA, or BIBA).

Highlight any leadership roles at the international level (e.g., MDRT or similar organizations).

7. Community Service and Dedication

Describe your extraordinary service in protecting individuals, families, and businesses through over 35 years in the financial services, insurance, banking, mortgage, or real estate sectors.

8. Ethical Standing

Have you ever faced inquiries related to client complaints or ethical violations? If so, please provide relevant documents and describe how the issue was resolved.

9. Recognition in Other Fields

Detail any contributions that have positively impacted the financial services profession, including national or international awards or leadership roles in areas like sports, charity, or human rights.

11. Publications

Have you authored or co-authored any books related to financial services or other fields? If yes, provide the title, publication year, and focus of the book.

2. Are you affiliated with any professional association of insurance brokers or financial advisors?

Yes

3. Have you produced a minimum of $100,000 first year production credit or $200,000 premium income each year or total income of $400,000 for at least 25 years? (Kindly upload your MDRT® qualifications as one document).

Yes

3.1. Period From – To:

Attach production credit certifying reported in U.S. dollars:

Choose file

4. Have you produced a minimum of $300,000 as first year production credit, or $600,000 as premium income or total income of $1,200,000 for at least 20 consecutive years? (Kindly upload your MDRT® qualifications as one document).

Yes

4.1. Period From – To:

Attach production credit certifying letters reported in U.S. dollars:

Choose file

5. Have you produced a minimum of $600,000 first year production credit or $1,200,000 premium income or total income of $2,400,000 for at least 20 consecutive years? (Kindly upload your MDRT® qualifications as one document).

Yes

5.1. Period From – To:

Attach production credit certifying letters reported in U.S. dollars:

Choose file

6. Have you served a Chair of a committee of a National or International professional association of insurance brokers or financial advisors?

Yes

6.1. Name of the Association:

6.2. Name of the committee:

6.3. Year served:

6.4. Upload Documents

Choose file

7. Have you served as a President of a National or International professional association of insurance brokers or financial advisors?

Yes

7.1. Name of the Association:

7.2. Name of the committee:

7.3. Year served:

7.4. Upload Documents

Choose file

8. Have you contributed in the financial services profession at national level being elected,appointed, or chosen to be a leader of a national professional association e.g. Advocis (CAN),NAIFA (US), BIBA (UK) of insurance brokers or financial advisors?

Yes

9. Have you contributed to the financial services profession at international level by being elected, appointed, or chosen to be a leader of an international professional association like MDRT or similar associations of insurance brokers or financial advisors?

Yes

10. Have you been a speaker at international conferences in the financial services field?

Yes

11. Extraordinary service in serving one's clients to protect individuals, families, and businesses by dedicating 35 years or more of their working life in serving their community related to the financial services, insurance, banking and mortgage or real estate sectors?

Yes

12. Have you ever faced inquiries related to client complaints and ethics violations?

Yes

13. Have you contributed to any other field bringing a positive image to the financial services profession by achieving a publicly recognized national award of excellence, or by being a leader of a national sports team or national sporting association, national charitable organization, or national human rights organization?

Yes

14. Have you contributed to any other field bringing a positive image to the financial services profession by achieving an international publicly recognized award of excellence, or by being a leader of an international sports team or international sporting association, international charitable organization, or international human rights organization?

Yes

14.1. Name of Organization:

14.2. Which Capacity:

14.3. Which year?

14.4. Upload Document

Choose file

15. Can you tell us about any significant philanthropic initiatives or contributions you've been involved with over the years?

Yes

Nominee Information

Nominator information – If any

1. Professional Experience

2. Professional Associations

3. Production Achievements

4. Leadership Roles in Professional Associations

5. National and International Leadership

6. Speaking Engagements

7. Community Service and Dedication

8. Ethical Standing

9. Recognition in Other Fields

10. Philanthropy

11. Publications