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.
Darcy Bergen is a Phoenix, Arizona-based financial professional who provides advisory services to seniors through the Bergen Financial Group, where he serves as president. Darcy Bergen also holds membership in the Million Dollar Round Table (MDRT), a premier association of financial professionals.
MDRT was established in 1927 and is currently a global association comprising of over 40,000 life insurance and financial services professionals considered to be world leaders. Due to this reputation of excellence, membership to MDRT is a distinction that requires the highest standards in professional knowledge, ethical conduct, and client service.
Requirements for admission vary from country to country. In the United States, there are currently three regular methods of qualification: commission/fee, premium, and income qualification.
In both the commission and premium methods, applicants must reach a minimum amount of eligible commissions/premiums. For commissions, this amount is $93,000, while for premiums the amount to be reached is $186,000. Meanwhile, in order to qualify through the income qualification method, applicants must have at least $160,000 of annual gross income from insurance and financial products, $46,500 of which should have come from new business during the production year.
A certified retirement financial advisor, Darcy Bergen has served as president of the Peoria, Arizona-based Bergen Financial Group for more than a decade. To remain current in his field, Darcy Bergen maintains membership with the Million Dollar Round Table (MDRT).
For nearly 90 years, MDRT has served the worldwide community of financial services, investment, and life insurance professionals with a wide range of resources to benefit their businesses. The organization boasts more than 42,000 members from nearly 500 companies across the globe, all of whom enjoy its numerous membership benefits. The following list will cover a few of the resources available to MDRT members throughout the year.
1. Round the Table (RTT) magazine subscription
Since its inception as a four-page publication in 1960, RTT has become MDRT’s official source of tips and business solutions for organization members. Published six times each year, the magazine also provides member profiles, success stories, and market-targeted articles to benefit a wide range of financial professionals.
2. Exclusive meetings
Throughout the year, MDRT holds a number of members-only meetings, such as the MDRT Experience Meeting and Top of the Table Annual Meeting. For those who cannot attend the Annual Meeting, the organization’s website provides “proceedings” that allow members to access detailed information on covered topics.
3. Online professional tools
In MDRT’s members-only section, professionals gain exclusive access to a wide range of podcasts and videos that aid in professional development. This online section also allows members to connect with other financial specialists and build a unique network through which they can acquire and share industry expertise.