Josh Sterling Reaches the Pinnacle of Success with Top of the Table MDRT Qualification Windsor, CA (March 15, 2023)
Josh Sterling, a highly esteemed Wealth Strategist at Camas Advice, LLC in Windsor, CA, has attained the prestigious Top of the Table qualification, a significant accomplishment in his membership with the Million Dollar Round Table (MDRT). This achievement empowers Josh with cutting-edge tools and resources to better serve his local community and provide unparalleled financial advice.
The Prestige of Top of the Table
A Global Benchmark of Excellence in the Financial Services Industry
The Top of the Table is an internationally acknowledged standard of excellence, reserved for the upper echelon of financial services professionals. This accolade places Josh Sterling among the leading figures in the fiercely competitive global life insurance and financial services sectors.
Randy Scritchfield, CFP®, LUTCF, MDRT President, states, “Top of the Table is comprised of the best and brightest professionals our industry has to offer. MDRT hopes to continue to foster a culture of excellence and encourage members to grow both personally and professionally.”
MDRT: A Legacy of Commitment and Innovation
Empowering Financial Professionals since 1927
Since its inception in 1927, MDRT has been devoted to equipping its members with a unique blend of networking opportunities and resources, empowering them to gain novel and unparalleled insights to better address clients’ individual needs. Collaborating with an MDRT member like Josh Sterling not only connects clients with a highly credible and leading advisor but also grants them access to an unrivaled global network spanning 69 nations and territories worldwide.
Josh Sterling, CLU®, CLTC®, CCFS®: A Wealth of Expertise and Professional Designations
A Highly Skilled and Diverse Wealth Strategist
Josh Sterling holds the title of Chartered Life Underwriter (CLU®), the oldest designation in the financial industry, with a focus on life insurance, estate, and business owner planning. Additionally, he is a Certified Long Term Care Consultant (CLTC®), a Certified College Funding Specialist (CCFS®), and a partner at Camas Advice. Previously, he served as the President of the Redwood Empire Estate Planning Council.
With a profound understanding of the practical, legal, and ethical aspects of life insurance, Josh excels in offering the finest solutions to a contemporary and varied clientele facing a wide range of risks and financial situations.
A Holistic Wealth Strategist for All Your Financial Needs
As a comprehensive Wealth Strategist, Josh specializes in resolving the multitude of challenges faced by businesses, estates, high net worth, and high-income earning individuals. His areas of expertise include life insurance planning, retirement planning, tax reduction strategies, charitable planning, long-term care, estate planning, college funding, and business transition. He provides honest and tailored solutions that cater to each client’s unique circumstances.
Josh frequently speaks publicly on advanced life insurance case design and various other business owner and estate planning topics. He believes that clients are best served by a well-rounded team of advisors and collaborates with some of the finest CPAs, Estate Planning Attorneys, and Financial Advisors across the nation.
Founded in 1927, MDRT, The Premier Association of Financial Professionals®, is a global, independent organization of the world’s leading life insurance and financial services professionals from more than 500 companies in 72 nations and territories. 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. For more information, please visit www.mdrt.org.