Broker Check

News

After serving 50 years in the financial services industry, Bob and Helen have officially retired as of June 30, 2018 and are now living their retirement dream, something they both so passionately dedicated their lives to helping others achieve.

 

Bob & Helen have worked as a couple since marrying in 1971 serving clients all over the Northern Midwest.  The incredible impact they have had on families throughout the years will not be forgotten and will continue to be carried on by Valley Oak.  

 

We congratulate you and wish you many years of happiness in your retirement. 

 

The Valley Oak Team

Matthew Rzepka Achieves Membership in MDRT

MDRT membership is exclusive to world’s leading financial professionals

Valley Oak is proud to announce that Matt Rzepka has qualified for membership in the Million Dollar Round Table (MDRT)! Matt is a 3-year member of MDRT. Attaining membership in MDRT is a distinguishing career milestone. It requires Matt to adhere to a strict Code of Ethics, focus on providing top-notch client service and continue to grow professionally through involvement in at least one other industry association.

“MDRT provides a unique mix of networking and resources to help members broaden their expertise, grow their businesses and educate clients about the importance of financial planning,” said MDRT President Mark J. Hanna, CLU, ChFC. “MDRT is committed to delivering innovative ideas and connecting members so they can share best practices in order to maintain high professional and ethical standards.”

MDRT also offers continuing education opportunities, provides informative and inspirational meetings, and encourages members to support community and charitable involvement through the MDRT Foundation.

ABOUT MDRT

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 49,500 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

Congratulations, Matt!

Disclosure: Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any investment performance or returns.