The mission of BNI is to help Members increase their business through a structured, positive and professional referral marketing program that enables them to develop long-term, meaningful relationships with quality business professionals.
Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
MDRT is an independent membership association of insurance and financial services professionals. Membership is based on annual sales production requirements and other factors. Jessica Catalan qualified for the MDRT in 2017 and 2018. For more information regarding membership requirements, please visit www.mdrt.org.
Waddell & Reed is not affiliated with any other entities referenced. Logos are used with permission. (09/20)