Designations and Memberships

 

Retirement Income Certified Professional® (RICP®)

 

This designation provides advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement.

RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client's retirement. 

 

Creating a retirement income plan for a client is complex. It starts with asking the client to first visualize and then plan for the unknown. Clients are also asked to plan for everything from fulfilling unmet dreams in the early years of retirement to how they will be cared for when they can no longer care for themselves.

 

There’s also no cookie cutter solution, as everyone has a different set of circumstances, goals, and resources. And everyone has something to deal with, like an adult child out of work, a grandchild they are putting through private school, or a house on the lake the whole family can’t live without.

 

Once you figure out the goals and put together an income plan, you also have to be ready for the landmines along the way. What happens if inflation is high, taxes go up, or life goes on for a very long time? And these are just a few of the issues.

 

 
 
 

Million Dollar Round Table (MDRT)

 

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial services professionals. 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.

Jonathan has the honor to be a qualifying MDRT member from 2013-2018

 

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

 
 
 

National Association of Insurance and Financial Advisors

 

Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is the oldest, largest and most prestigious association representing the interests of insurance professionals from every Congressional district in the United States. Our mission – to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members – is the reason NAIFA has consistently and resoundingly stood up for agents and called upon members to grow their knowledge while following the highest ethical standards in the industry.

 
 
 

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You are now leaving this Web site and you assume total responsibility and risk for your use of the site(s) you are linking to. The information being provided is strictly as a courtesy.

When you link to any of the Web sites provided herewith, you are leaving this site. Neither the Company, New York Life nor any of its subsidiaries, make any representations as to the completeness or accuracy of information that is provided at these sites.

Nor are they liable for any direct or indirect technical or systems issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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You are now leaving this Web site and you assume total responsibility and risk for your use of the site(s) you are linking to. The information being provided is strictly as a courtesy.

When you link to any of the Web sites provided herewith, you are leaving this site. Neither the Company, New York Life nor any of its subsidiaries, make any representations as to the completeness or accuracy of information that is provided at these sites.

Nor are they liable for any direct or indirect technical or systems issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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