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MDRT Names Executive Leadership

PARK RIDGE, Ill. – The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, announced the appointment of Caroline A. Banks, APFS, to President and James Pittman, CLU, CFP, to Secretary of the organization’s Executive Committee, effective Sept. 1, 2014.

Banks, of London’s West End, will be the organization’s first woman outside of the United States to be appointed as President and will assume the role as the 89th President. In her role, Banks will lead the association of more than 42,000 international members for a one-year term. Banks is a 25-year MDRT member and has achieved the organization’s highest honors in regards to professional excellence with 20 Top of the Table honors. Her leadership roles in MDRT include serving as a three-time Divisional Vice President of the following committees that help MDRT determine how to best serve members: 2011 Special Projects, 2008 Annual Meeting Program Development Committee and 2007 Membership Communications Committee.

As President, Banks will work with the Executive Committee to ensure MDRT continues to offer career-shaping resources such as informative articles on practice management and client services tips, networking opportunities, and much more for members to broaden their expertise, improve client service and grow their businesses.

“Financial associations have the power to motivate and positively mold professionals by delivering exceptional tools. I’m looking forward to leading MDRT’s structured and well-rounded team to continue educating and inspiring new and seasoned advisors through our resources and events,” said Banks.

Banks succeeds 35-year MDRT member Michelle L. Hoesly, CLU, ChFC, of Norfolk, Va., who will become the Immediate Past President. Brian D. Heckert, CLU, ChFC, a 26-year MDRT member of Nashville, Ill., will serve as First Vice President, and Mark J. Hanna, CLU, ChFC, a 26-year MDRT member of Concord, Calif., will serve as Second Vice President.

Pittman is a 40-year MDRT member, achieving several of the organization’s highest honors in regards to professional excellence with 14 Court of the Table and four Top of the Table qualifications. He is also a Diamond Knight in recognition of his cumulative contribution to the MDRT Foundation, the philanthropic arm of MDRT and has served on its Board of Trustees.

“In my new role, I will help today’s top-performing advisors focus on achieving success at any stage of their career through MDRT’s invaluable resources, and continually guiding the association towards its mission of excellent client service,” said Pittman.

New Strategy to avoid RMDs

About MDRT

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world's leading life insurance and financial services professionals from more than 470 companies in 71 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

About the MDRT Foundation

The MDRT Foundation was created in 1959 to provide MDRT members with a means to give back to their communities. Since its inception, the MDRT Foundation has donated more than USD 29 million to charitable organizations serving people in 70 countries and all 50 U.S. states. The majority of these funds were raised by MDRT members and financial services industry partners. The mission of the MDRT Foundation is to increase member and industry participation, and to give funds to worthwhile charitable organizations throughout the world.



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