Disclosures

  • Corporate Magazine’s Michigan’s Most Valuable Professional’s  Award is awarded to deserving members of the community who are creating job opportunities, driving economic growth, nurturing community advancements, or leading successful companies.1

  • The 2018 Top Workplaces award is issued by the Detroit Free Press and given to 150 employers.  Employees anonymously nominate their employer and provide feedback that includes but is not limited to compensation, work-life balance, leadership, communication and professional development opportunities.2  
  • The Best and Brightest Award is awarded to companies that meet the following criteria: have a minimum of 10 employees, have been in business for at least 1 year, be a for-profit or not-for-profit business or government entity, be a publicly or privately held business. Nominees are chosen by themselves, a team member, a peer, or customers.3

  • The Ernst and Young Entrepreneur of the Year award , has recognizes the endeavors of exceptional men and women who create the products and services that keep our worldwide economy moving forward.4

  • Qualifying membership in the MDRT Court of the Table is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.5

  • The  National Management Award and Master Firm Award is given by GAMA International U.S.. Winners are members of GAMA. This award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.6

  • The Bill Meyers Award is granted  by a local chapter of NAIFA award and is based upon sales generated by advisors specializing in Life & Annuities & Investments, Health & Employee Benefits, multiline sales or any combination and who have met the adherence to the NAIFA code of ethics, and service to the industry associations. Advisors are also evaluated on professionalism through education and earned designations.7

  • The Huebner Award is granted by the Society of Financial Services Professional (FSP) who define its mission to: to empower members to deliver the highest level of ethical service to their clients, by promoting mutually beneficial multidisciplinary relationships and by providing high-level, top-quality educational opportunities in conjunction with industry experts and thought-leaders.8

  • This award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.9