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Tax & Financial Group’s (TFG’s) David Alarid, an Associate Partner who has been with the firm since 1987, spoke on the main platform at this year’s meeting of the Million Dollar Round Table (MDRT). Founded nearly 100 years ago, MDRT is the leading global, independent association of life insurance and financial services professionals from more than 500 companies in 70 nations and territories worldwide.

For over 30 years, Alarid has specialized in guiding individuals, families, and businesses on the accumulation and preservation of wealth through comprehensive investment, retirement, estate, and business strategies as well as life, health, and disability insurance programs. His MDRT presentation highlighted that while people often think in terms of “probability” when it comes to life insurance, “consequences” is actually a more accurate word.

“I was honored to be at David’s first MDRT presentation in Las Vegas in 2003,” says TFG Founder Dick McCloskey. “It takes time and experience to advance to the level to be asked to speak on the main platform at the annual meeting. Over the years, David has become a fantastic resource not only for our firm and its clients, but also for the industry at large.”

David enjoys giving back through mentoring other professionals and speaking to groups all over the country. In addition to appearances for MDRT, Alarid has been a featured speaker for State Farm, Allstate, Farmers, NAIFA, Securian Financial Services, Mountain West Farm Bureau, Catholic Life, and Grupo Nacional Provincal. He has been featured in media outlets including the New York Daily News, Reuters, Yahoo Finance, and the Boston Globe. This was his first presentation on the main platform at MDRT, and he is the first TFG professional to earn that opportunity.

About TFG

For 51 years, Tax & Financial Group has been helping people use their financial and personal assets to enhance the lives of their families, the success of their businesses, and the strength of their communities for generations to come. Tax & Financial Group provides a wide range of financial products and related services and is firmly committed to providing their clients with financial expertise, sound strategies, and high-quality service. TFG’s talented financial service associates pursue this goal with energy and enthusiasm.

To learn more about Tax & Financial Group visit www.tfgroup.com.

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Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

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Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity