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Thanks to you, I’m a member of The Million Dollar Round Table

I just got an exciting piece of news this week that I wanted to share with all of you: I’ve been awarded the designation of Million Dollar Round Table member for 2020.

I found out by opening my email to this congratulatory message:


Being granted the Million Dollar Round Table (MDRT) designation is a great honor because it signifies excellence in the field of financial planning and insurance. And in fact, this is the third year in a row that I made the ‘Round Table!

Founded in 1927, the Million Dollar Round Table (MDRT), also referred to as The Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world’s leading life insurance and financial services professionals. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. 

So, why was it so important for me to achieve this professional milestone? It’s definitely not about any personal accolades but means that I’ve been doing an elite job of taking care of my clients.

According to their website, “MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.”

From wealth planning to insurance, long-term care to taxes, 2020 was an unprecedented year both in our lives and the U.S. economy, and so I was honored to be at the forefront of planning and preparing for my clients’ future. 

I wanted to thank all of you for your trust and support because I couldn’t have reached the designation of Million Dollar Round Table member one year – yet alone three in a row – without you.

Let’s make it a profitable, safe, and successful 2021 and do it again!

-Jason Matthews