Prestigious Associations

Forum 400

Limited to the top 400 life insurance professionals in the US, the Forum 400 is the only industry organization whose singular focus is advancing the sale of life insurance products. As a member run organization, we exist to help our members solve their clients’ complex problems utilizing the most advanced life insurance strategies available. In our unique culture of uncensored sharing and collaboration, Forum 400 delivers the best member-tested practical and proven solutions designed to elevate the professional success of our members. Our members are from every facet of the industry – independent agents, career agents, multi-line agents, those who are a member of a producer group and those who sell through BGAs.

Top of the Table Member

Founded in 1927, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 66,000 of the world’s leading life insurance and financial services professionals from more than 500 companies in 72 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. For more information, please visit and follow them on Twitter @MDRtweet.

National Association Of Estate Planners & Councils

The National Association of Estate Planners & Councils (NAEPC) will promote excellence in estate planning by serving estate planning councils and their credentialed members, delivering exceptional resources and unsurpassed education, and recognizing those members within who hold the Accredited Estate Planner® (AEP®) designation and Estate Planning Law Specialist (EPLS) certification.

American Tax Planning Institute

Members of the American Tax Planning Institute have access to elite industry professionals, software suites and a plethora of other resources.  They are taught by leaders of the industry. Members have access to professional tax newsletters, business coaching, state of the art industry-specific software, the innovators of philanthropic planning, and a former surgeon who specializes in connecting the bridge between financial advisors and physicians.  They also have access to a preeminent network of tax attorneys’, CPAs, doctors and financial planners.

American College of Financial Services

With a unique, and unwavering, commitment to Practical Academics — “Pracademics”— and real-world results, The American College of Financial Services offers driven financial services professionals one of the most valuable, and most valued, educations you can receive. The College is distinguished by resources of the highest quality, innovation in program delivery and design, and results that create sustainable career advantages. As a nonprofit, accredited education institution, our courses are researched and written by a faculty of the nation’s top thought leaders in financial services. Our goal is to ensure that our students are viewed by clients and peers as the best and brightest in their fields.


AALU is the trusted, influential voice for life insurance and annuities distribution in Washington, D.C. with a heritage of leadership and success. Since 1957, we have provided our members with the essential tools and services for professional development, networking, and advocacy.

Representing the financial security profession, AALU also advocates on behalf of our members, who promote the financial and retirement security of the American people.

Certified National Planner

The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB), the international owner of the CFP mark outside of the United States.

To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. The information relates specifically to CFP certification in the United States.

Society of Financial Service Professional

The Society of Financial Service Professionals is a multidisciplinary community of accomplished professionals whose common purpose is to deliver the highest level of ethical service to their clients. In an environment promoting professional development and ethical conduct we welcome as regular members qualified professionals who hold one of the following credentials:

AEP®, CASL®, CEBS®, CFA, CFP®, ChFC®, CIMA, CLF®, CLU®, CPA, CPCU®, CTFA®, Enrolled Actuary, JD, MBA, MSFS, MSM, Masters/PhD in Financial Services, REBC®, RHU®, RICP®.

Rotary Club

Of San Antonio

Rotary International is an international service organization whose stated purpose is to bring together business and professional leaders in order to provide humanitarian service and to advance goodwill and peace around the world. It is a non-political and non-sectarian organization open to all people regardless of race, color, creed, religion, gender, or political preference.

Center for Tax Strategy & Resources

The Center Tax Strategy & Resources is a membership organization in which the members will have access to different strategies, resources, and industry giants. Center Tax Strategy & Resources work with top attorneys, CPA, financial advisors in order to help them grow their business.

Exit Planning Institute

Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.