Our journey as a firm has been shaped significantly by our longstanding partnership with the Million Dollar Round Table (MDRT).

Since its founding in 1927, MDRT has stood as a beacon of excellence in the global life insurance and financial services industry, with a membership of over 43,000 top professionals who exemplify the highest standards of ethics, knowledge, service, and productivity. 

For us, MDRT membership is not just a badge of honour; it is a testament to our unwavering commitment to excellence and continuous growth. Inspired by the wisdom of our esteemed lifetime member, Ken Swain, who passionately advocated for the transformational power of MDRT, our founders Corey and Brian embraced this ethos wholeheartedly. Their dedication and hard work led them to achieve lifetime membership status, a milestone that not only elevated their professional standing but also enriched their personal lives.


Through the years, our journey with MDRT has been marked by remarkable achievements and milestones. Both Ken and Corey have had the privilege of sharing their insights at prestigious events such as the MDRT Annual Meeting and TOT Meeting, showcasing their expertise and leadership within the global financial community. As a firm, our attainment of ‘Top of the Table’ status further solidifies our position among the top 1% of advisors worldwide, a testament to our unwavering pursuit of excellence.


Looking ahead, we remain committed to leveraging our partnership with MDRT to drive innovation, foster growth, and elevate the standards of service we provide to our clients. Our journey with MDRT is not just a part of our history—it is a guiding force that propels us towards a future defined by excellence, integrity, and unparalleled success