Jonathan's Designations and Affiliations

National Association of Insurance and Financial Advisors (NAIFA)

Jonathan is a member of the National Association of Insurance and Financial Advisors (NAIFA). Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Association for Advanced Life Underwriting (AALU)

The Association for Advanced Life Underwriting was founded in 1957 and today has over 2,000 members. They are the trusted and leading voice for the life insurance community in Washington, DC. Their mission is to preserve, promote and protect the planning of advanced life insurance.

Million Dollar Round Table (MDRT)

Jonathan is a Qualifying Member of the 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 more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence for life insurance sales performance in the life insurance and financial services business.

Jonathan has been a qualified member of MDRT for the years of 2010, 2011, 2013, 2014, 2015 and 2016.

Life Underwriter Training Council Fellow (LUTCF®)

LUTCF® stands for "Life Underwriter Training Council Fellow,” the designation is only granted to individuals that complete the nine-week course and meet all the qualifications. The designation teaches advisors techniques and best practices used in life insurance and annuities, health and employee benefits, financial advising, and investments.

Calculators

Newsletters

Market Watch

January 23, 2018 @ 02:50 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.0%  
Nasdaq Composite ETF +0.2%  
S&P 500 ETF +0.1%  
S&P Mid-Cap 400 ETF +0.1%  
S&P Volatility Index ETF +9.2%  
OSX Oil Service Sector Index ETF -0.3%  

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.