Steve Purdy holds a bachelor’s degree in Management Engineering
and an M.B.A., both from Rensselaer Polytechnic Institute.
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Certified Long Term Care (CLTC)
Rigorous multidisciplinary course; recognized by state regulators as providing
advanced training necessary to the appropriate sale of long term care insurance. |
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Chartered Financial Consultant (ChFC®)
Highest standard in financial planning: designees complete coursework, meet experience
requirements, ethics standards and agree to comply with The American College
Code of Ethics and Procedures. |
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Chartered Life Underwriter (CLU®)
Respected designation of insurance expertise: designees complete coursework,
meet experience requirements, ethics standards and agree to comply with The
American College Code of Ethics and Procedures. |
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Certified Agribusiness, Farm Insurance Specialist (AFIS)
Three-year accreditation program requires regular attendance at continuing education
seminars and Agribusiness Conference. |
Insurance Broker: Long Term Care, Life, Health, Property and
Casualty
Independent Securities Broker
Albemarle County Life Underwriters
American Association of Long Term Care Insurance
Association of Health Insurance Advisors
Million Dollar Round Table, Lifetime Member
National Association of Insurance and Financial Advisors
Society of Financial Service Professionals
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Million Dollar Roundtable, Lifetime
member, Honor Roll
MDRT members represent the top 1% of financial and insurance
industry professionals. Honor Roll designees qualify
for MDRT membership for minimum 15 years. |
“[MDRT] is an international, independent association of
more than 31,000 members, or less than 1 percent, of the
world's most successful life insurance and financial
services professionals … MDRT members demonstrate exceptional
professional knowledge, strict ethical conduct and outstanding
client service. MDRT membership is recognized internationally
as the standard of sales excellence in the life insurance
and financial services business.” More
about MDRT
