|By Marketwired .||
|April 18, 2014 01:03 PM EDT||
ORCHARD PARK, NY -- (Marketwired) -- 04/18/14 -- Financial and retirement planning firm Moldenhauer & Associates founder Rich Moldenhauer and chief executive Brett Moldenhauer have again earned the Million Dollar Round Table's "Top of the Table" award for serving clients with exemplary performance and the highest standards of ethics, knowledge, service and productivity.
This is the third year MDRT has recognized Brett Moldenhauer as Top of the Table and the twelfth time for Rich Moldenhauer. According to MDRT, Top of the Table is also a forum for the world's most successful life insurance and financial professionals. Top of the Table members meet annually to exchange know-how and best practices; they also discuss issues of concern to their peers and clients.
"There are many credentials for the financial industry, but MDRT is very strict about how we grant membership," says Michelle L. Hoesly, president of the MDRT. "There are 38,000 members of MDRT worldwide. As Top of the Table members, we're recognizing Rich and Brett Moldenhauer as being among the top five percent of MDRT's global membership."
"This recognition means a lot to us," says Brett Moldenhauer, chief executive officer of Moldenhauer & Associates, "because the MDRT is measuring us by how much we sell and how much value we deliver clients."
"I've been a member of MDRT for more than 40 years; early on, MDRT and its members probably helped me more than I helped them in terms of running a business focused on giving clients sound financial planning ideas," adds Richard Moldenhauer, founder of Moldenhauer & Associates. "We've succeeded as a business because, even though it sounds trite, we listen to our clients and give back to MDRT."
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 74 countries. 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.
About Moldenhauer & Associates
Moldenhauer & Associates is a financial planning firm based in Orchard Park, N.Y. Founded in 1974 by Richard Moldenhauer, the firm focuses on investment management as well as retirement and financial planning services. As a second-generation firm now led by Richard's son Brett Moldenhauer and his colleagues, Moldenhauer & Associates sees the importance of family in every aspect of life, from college savings and succession plans to retirement planning and estate planning. Visit www.moldenhauerassociates.com to learn more.
Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Moldenhauer & Associates are not affiliated. Additional products and services may be available through Moldenhauer & Associates that are not offered by AIC.
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