Havertown Financial Planner Honored with Qualifying and Life Membership Status from the Million Dollar Round Table

Havertown, PA, October 30, 2016 --(PR.com)-- Compass Financial Solutions CEO Patrick Lyman was rewarded for professional, ethical, successful insurance sales this year by qualifying for the Million Dollar Round Table’s Qualifying and Life Member status after a decade of maintaining both the sales and ethical standards of this exclusive group.

The Million Dollar Round Table (MDRT) is a premier association of financial professionals. Since its inception in 1927, this global organization has welcomed an elite group of financial services professionals whose adherence to current regulations and rigorous ethical standards allow them to provide elevated service to clients while maintaining appropriate and significant levels of productivity. Not only does this organization focus on uniting top-tier financial professionals from around the world, it also participates in many charitable endeavors.

Promotion to Qualifying and Life Member status requires at least 10 consecutive years of maintaining the standards and sales requirements for ongoing membership in the MDRT. Of his longtime membership, Lyman said, “It’s been an honor to be part of such a unified group. I’m proud to be a member of an organization that’s so dedicated to helping financial professionals improve their customer service while developing mentorship and charitable programs for financial professionals to take part in.” He went on to say, “I have been so impressed and inspired by the ethical code of the MDRT that I’ve created a code for my firm that works in concert with the MDRT’s code.”

About Compass Financial Solutions: Compass Financial Solutions Inc. is dedicated to providing clients with the professional, individual attention necessary to help them achieve their financial goals. Our mission is to help our clients achieve financial security using strategies based on the principles of safety, security and preservation of assets so they can realize a comfortable retirement. We provide accurate and up-to-date education to our clients and create customized plans focusing on their specific needs and objectives.