Robert Trasolini - MDRT: Top of the Table Award
This year, one of our founders and financial advisors was honoured with receiving the Million Dollar Round Table - Top of the Table Award for being in the top one percent of advisors in the business.
Here is more about the award and what it signifies, how it helps us better serve our clientele, and what it means to him.
What this award signifies
The Million Dollar Round Table (MDRT), founded in 1927, is a global association of the world's leading life insurance and financial services professionals from over 500 companies in 70 nations and territories.
To even qualify for the MDRT you have to be in the top 10% of advisors, but there are more prestigious levels to this, such as Court of the Table if you achieve three times the written premium investment needed to qualify for the MDRT.
Above that is Top of the Table which you qualify for by writing six times more premium than those in MDRT or double the premium investment of the Court of the Table. Which put Robert in the top 1% by being Top of the Table.
How it helps us serve our clients
Having access to the MDRT's vast global network, education, and training is vital. It allows us to improve our skills and become better advisors, by continually improving our education. It also gives us access to the top advisors from around the world to learn best practices and serve our clients better.
What it means to Robert
~Robert Trasolini"When I started in the financial services industry in 2010 I was told that becoming an MDRT advisor was an important goal and something to strive towards. It showed a level of success, competency and commitment to the industry.
At the start it seemed like a unsurmountable goal and something that I wanted to push towards; Top of the Table was not even something I thought was possible at that time. Qualifying for MDRT many years ago was an important goal but having hit the Top of the Table this year has been at time to reflect on the 13 year journey in this industry.
It has made me realize how far I have come, all of the ups and down that I have endured and the friendships along the way. It has also made me realize what is possible when you put your head down and work for sustained period of time without giving up.
That being said It is important to look up every once in a while and see how far you have come, pat yourself on the back and then keep going forward .
So for now I will put my head back down and keeping working towards a better version of myself. To serve my clients to the best of my ability, to be a better advisor, husband and father.
To everyone that has helped me along the way, thank you."
Contact Us
At Safe Pacific Financial, we specialize in helping Canadian business owners, incorporated professionals, and investors structure life insurance for maximum wealth protection, tax savings, and business growth.
If you would like to discuss whole life insurance or investments, we’re happy to chat and see if we can be a good fit to work with you. Fill out our contact form and we will get back to you within 24 hours on business days.
Related Insights
Are You Ready for the Strategy You Want?
We've noticed a pattern in client meetings over the past few weeks that we want to talk about openly. Business owners are coming in excited about...
RRSP vs. TFSA: Which Is Better for High Income Canadians
If you're a high-income Canadian, here's the truth: using RRSPs and TFSAs the wrong way could mean paying far more to the CRA than you...
The Million Dollar Baby Plan: Grow a Legacy for your Children
What if the birthday gift you gave your child today could turn into a million-dollar asset tomorrow? That's the idea behind the Million Dollar Baby...
Before You Sell Your Investments, Read This.
Markets are down, your portfolio took a hit, and you're wondering—should I sell now and cut my losses? Stop. Because selling during a market downturn...
Why Life Insurance Isn't Just for When You Die
If you think life insurance is something you'll never personally benefit from, you're missing the bigger picture. Permanent life insurance can provide liquidity, protect your...
Whole Life Insurance vs. Universal Life Insurance
Permanent life insurance can double as a powerful wealth-building tool—but not all policies are created equal. If you're an incorporated Canadian professional or business owner...
How Dollar‑Cost Averaging Is Helping Canadians Build Wealth
Between work, family, and everything else life throws at you—who has the bandwidth to watch the stock market every day? If you're a busy Canadian...
Must-Know Strategies for Business Owners Right Now
Over the past few weeks, our client meetings have shifted into a higher gear. The conversations we're having aren't about the basics anymore — they're about optimization. Business owners who already have insurance,...
Using Life Insurance to Fund a Buy-Sell Agreement
Imagine one of your business partners passes away tomorrow. Suddenly, their spouse or their kids own a share of your company—and you're expected to buy...
5 Mistakes High-Income Canadians Make With Their Wealth Plans
If more money automatically meant more wealth, every top-earning Canadian would retire stress-free. But that's not reality. The gap between earning well and building lasting...
What are Notional Accounts and How do They Work in Canada
If you've wondered what are Notional Accounts and how do they work in Canada, this is the post for you. Most incorporated Canadians are great...
What Canadian Business Owners Are Telling Us Right Now — And What To Do About It
Every week, our advisors sit down with incorporated business owners and professionals across Canada. And while every client's situation is unique, the conversations we're having...
