Dan R. Elser, CLU, ChFC, RICP, an investment adviser at First American Trust of Montana, recently qualified for Court of the Table with the Million Dollar Round Table. Members qualify for the MDRT based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards.
Court of the Table is an internationally recognized mark of excellence reserved for the most successful in the financial services industry. The qualification places Elser with the top professionals in the global life insurance and financial services industries.
Elser has serve clients in the areas of financial, estate and retirement planning for more than 43 years.
He may be reached by calling 651-5253, or emailing firstname.lastname@example.org.