Lifestyle Management Aspect of Financial Planning

 

CRFA Educates Financial Advisors via SCRFA – The Retirement Academy

SCRFA - The Retirement Academy pic
SCRFA – The Retirement Academy
Image: scrfa-academy.org

Darcy Bergen combines his knowledge of retirement solutions and insurance products as the owner of Bergen Financial Group. In addition, Darcy Bergen also is a Certified Retirement Financial Advisor (CRFA).

The CRFA organization holds accreditation from the National Commission for Certifying Agencies. Individuals credentialed as CRFAs maintain a high standard of professional services by completing a comprehensive exam and then by fulfilling a client’s needs, even after they make a sale. CRFAs also are trained in interpreting tax returns, educating clients on a variety of insurance products, and estate planning.

The CRFA organization established SCRFA – The Retirement Academy to support prospective CRFAs. This training program aims to educate future financial advisors and prepare them for careers in the financial services industry. SCRFA – The Retirement Academy teaches students through one-on-one and teleconference sessions, online classes, and live seminars. The academy also provides students with The Professional Retirement Manual, a review guide covering different aspects of retirement. After completing the training program, students are qualified to sit for the CRFA exam.

Financial Solutions Offered at Bergen Financial Group

 

The Million Dollar Round Table Mentoring Program

Million Dollar Round Table pic
Million Dollar Round Table
Image: mdrt.org

For more than a decade, Darcy Bergen has served as president of Peoria’s Bergen Financial Group. Darcy Bergen also holds membership in the Million Dollar Round Table. The organization, a premier forum for financial professionals, has formalized a mentoring program that pairs experienced, committed members with aspiring members.

Under the mentorship program, individuals are matched based on their experiences and talents with the aim of leading them to success or enhancing their existing success. No enrollment fees exist, and individuals can express their interest through a quick process of online enrollment.

One of the major benefits for aspirants is access to the annual meeting. Aspirants must achieve at least 50 percent of member production requirements to attend the meeting for the first time and 75 percent of the requirements to attend it for the second time. In both cases, aspirants must qualify on the basis of their premiums or commissions, not their incomes.