Founders, Lisa and Daniel Barram featured in MDRT Magazine!

During the month of October, our Founders Lisa and Daniel Barram attended an exclusive industry event hosted by Million Dollar Round Table or MDRT for short. This is an “international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service, and productivity.”



At the event, Lisa and Daniel were able to meet other Financial Advisers and learn the newest educational trends in their field. It is an honor to be a part of such a qualified group and we are proud to know they are in the top 2% of advisers in the country!

Recently both Lisa and Daniel were featured in t MDRT’s national Magazine which talked about their family story of how they came into the financial services industry. They discuss the financial hardship faced by their families in the past and how this drove Lisa to learn how to prevent this from happening to other families. Both used their life lessons as motivation to become some of the top advisers in their field today.


“Through holistic planning, the Barram’s help clients who (are) concerned about having enough income in retirement, especially if one or both needed long-term care.”


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