Financial advising professional Darcy Bergen focuses on assisting senior clients in planning for the future. In conjunction with his professional life, Darcy Bergen is a member of the Million Dollar Round Table (MDRT), a national group for finance professionals who practice with a high degree of ethics and success.

Benefits of MDRT membership include exclusive meetings and access to useful online resources. The Million Dollar Round Table Foundation acts as the charitable arm of the MDRT and helps provide support to nonprofit groups and projects around the world.

Over the past 57 years, the MDRT Foundation has raised and donated more than $30 million to a wide variety of initiatives. In 2016 alone, the foundation has already awarded more than 90 grants, including donations to the Bella Project, Iraq and Afghanistan Veterans of America, and the YMCA of Metropolitan Hartford. Qualifying charitable organizations interested in applying for a grant from the foundation can do so through the easy-to-use online portal at mdrtfoundation.org/grants/submit-a-grant-application/.

​Darcy Bergen is the current president of Bergen Financial Group. Bergen Financial Group provides financial guidance for seniors with an emphasis on life insurance and fixed index annuities. Darcy Bergen is also a member of the Million Dollar Round Table (MDRT), one of world's largest organizations for financial professionals.

The Million Dollar Round Table was started in 1927 by a group of 32 life insurance providers. Each of the providers had sold more than $1 million of life insurance, which was a highly significant amount at that time. The group's first meeting took place in the Peabody Hotel in Memphis, Tennessee. Together they formed a forum where financial professionals, particularly ones who served in a sales capacity, could come together to exchange ideas and support one another. At first MDRT was solely composed of men, but women and people from other countries quickly joined the MDRT ranks.

Today, MRDT has members that hail from more than 500 companies in 67 countries. In order to join MDRT, prospective members must show expertise in the financial services industry and be committed to ethical practices.                              

The Million Dollar Round Table (MDRT), an international association dedicated to financial professionals, is home to the philanthropic Million Dollar Round Table Foundation. Established in 1959, the MDRT Foundation offers grant funding to charitable organizations around the globe. Over the last 50-plus years, the foundation has provided over $26 million in total funding to groups in all 50 American states as well as in 67 countries.

Currently, the MDRT Foundation is offering the opportunity for MDRT members to apply for a Hurricane Sandy Disaster Relief Grant. This $10,000 grant is designed to assist charities that provide relief programs in the wake of Hurricane Sandy.

Visit MDRTFoundation.org for more information about applying for the Hurricane Sandy Disaster Relief Grant in addition to other grant opportunities for MDRT members.

About the Author:

A financial expert with over 15 years of experience, Darcy Bergen is the President of Clear Solutions for Seniors in Phoenix, Arizona, a Certified Retirement Financial Advisor, and a member of the Million Dollar Round Table. 

As the President of Clear Solutions for Seniors, Darcy Bergen helps older adults plan for secure financial futures. He has held the Canadian Securities Course (CSC) Certification, a credential that enables a professional to offer advice on securities. However, Darcy has not been licenced to sell securities for over 10 years. Darcy only offers savings plans and strategies that have full guarantees so his clients can never lose their principal and can have a worry free retirement.

Offered by CSI Global Education Inc., the training division of the Canadian Securities Institute, the Canadian Securities Course provides a comprehensive overview of securities training in Canada. The course teaches the basics of the securities industry as well as the investment options available within that industry. It teaches such investment techniques as portfolio management, statement analysis, and financial planning, and provides current insight into market trends.

The course offers online or textbook study, which students may combine if desired. Students also receive access to interactive online tools that allow for customization and personal assessment during study. Upon completing the course, the applicant must complete two required examinations. Each exam lasts for two hours, during which time the applicant answers 100 multiple choice questions. If the applicant passes the test, she may then receive official CSC Certification. 

President of Bergens Mission, Darcy Bergen is actively involved in the charity’s outreach ministry. Darcy Bergen’s service to the charity includes support of its ongoing speaking engagements at churches and functions, as well as promoting its book, ‘Forgiveness in the Face of Terror.’

In their book ‘Forgiveness in the Face of Terror’, John and Eloise Bergen, originally from Vernon, British Columbia, tell their story of working as missionaries in rural Kenya, which they began in 2008. While working with orphans who were suffering the aftermath of widespread political violence earlier in the year, the couple lived in the city of Kitale. One evening, a group of men wielding machetes broke into their farmhouse and brutally assaulted them. After freeing themselves, despite being badly injured, the pair was able to drive to their missionary headquarters, from where they were transported to a hospital, and then airlifted to Nairobi.

In ‘Forgiveness in the Face of Terror’ readers learn about the couples’ miraculous physical healing as well as their spiritual journey to emotional healing, which brought them to forgive their perpetrators.                              

With offices in Peoria and Scottsdale, Arizona, Clear Solutions for Seniors provides individuals with retirement advice.

Possessing over a century of experience, the staff at Clear Solution for Seniors assists with retirement planning by offering guidance in tax reductions, income for life, free legacies, and guaranteed annuities. The recipient of an A+ rating from the Better Business Bureau, the firm also employs professionals skilled in wealth transfer, income planning, and index annuities.

During an appointment with Clear Solutions for Seniors, clients learn how to maximize their investment portfolios. Coordinating with tax and legal advisors, the company aids with estate planning by analyzing wills and trusts and reviewing beneficiary designations. The wealth transfer strategies provided by the group can lessen estate and income taxes, as well as probate fees. Additionally, the staff evaluates insurance policies and makes recommendations on improving them. To learn more, visit www.clearsolutionsforseniors.com.

About the Author: A Certified Retirement Financial Advisor (CRFA), Darcy Bergen has worked as a Management Consultant, Financial Advisor and Radio and Television Host throughout his career. Since 2003, Bergen has served as President of Clear Solutions for Seniors. 

For finance professionals looking to assist seniors with their retirement planning, tax issues, estate planning, and investment strategies, becoming a Certified Retirement Financial Advisor (CRFA) represents one of the key steps to earning official designation. 

The Certification Board of the Society of Certified Retirement Financial Advisors offers examinations based on information and skills professionals should have when advising seniors. To become a CRFA, individuals must score a scaled 70 or higher on a 100-question multiple-choice test compiled by subject matter experts, members of the certification board, and over 1200 finance professionals with three years of prior experience as advisors for retirees.

Attaining status as a CRFA can be difficult, but the designation ensures quality for retirees looking for consultation and peace of mind in their financial retirement. For more information on becoming a CRFA, visit www.crfa.us.

Darcy Bergen is President of Clear Solutions for Seniors. In his current role, he consults with retirement-age individuals to assist them in their long-term financial planning and wealth transfer strategies. Bergen has been a member of the finance industry for over two decades. As a CRFA, he remains up-to-date on the latest developments in retirement strategies.

The Society of Certified Retirement Financial Advisors, or CRFA, is a society which bestows the title of Certified Retirement Financial Advisor on those who pass an examination designed to test the knowledge and skill of financial advisors.

Those who wish to take the examination are required to have three years of experience both in the investment industry and in tax planning and preparation. The exam, which contains 100 multiple choice questions with a four hour time limit, tests for a knowledge of practices relating to the financial aspects of retirement including trusts, financial and tax issues, and asset protection and management. The examination also requires applicants to demonstrate an ability to put together a portfolio for a retiree.

The certification has been approved by American Equity Insurance Company and LPL Financial as well as many more, and is in the process of becoming accredited by the Institute for Credentialing Excellence.

About the Author:
Darcy Bergen is President of Clear Solutions for Seniors, a financial advisory company for seniors which offers help with retirement planning, tax management and more. Darcy Bergen is a Certified Retirement Financial Advisor.

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