James D. Pittman, CLU, CFP

Focus Sessions

James D. Pittman, CLU, CFP, of Portland, Oregon, is a 46-year MDRT member with 16 Court of the Table and eight Top of the Table qualifications who served as MDRT President in 2018. A Platinum Knight of the MDRT Foundation, he is also a member of its Inner Circle Society and has served on its Board of Trustees. Pittman is founder and president of Insurance Consulting Services Inc., an affiliate firm of M Benefit Solutions. He is a sought-after speaker for lawyers, CPAs, financial planners and other industry groups on the structure and proper use of life, disability and long-term care policies.

There Are No Secrets to Success

Language: English

Pittman believes all advisors need to have a system that gives them feedback on whether they are doing enough of the right kind of activity. In this session, he shares what he has learned from fellow MDRT members regarding tracking appointments, referrals, centers of influence and specialization that have contributed to his successful system. Pittman shares small changes, concept and techniques that will help you accomplish more with less effort and move from just qualifying for MDRT to reaching Court of the Table and Top of the Table.