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Clay Erickson (Utah)

Clay Erickson (Utah)

Clay Erickson served over 35 years with nationally known advisory firms before accepting his current position with Wealth Innovation Group.

Million Dollar Round Table’s Top Of the Table Meeting

2 min readJul 24, 2019
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Empty seats at a conference image: unsplash.com
Empty seats at a conference image: unsplash.com

An experienced agent in the financial services industry, Clay Erickson of Centerville, Utah has been working for more than 35 years in the field. Since 2018, Clay Erickson has served with Wealth Innovation Group in Utah, where he focuses primarily on retirement planning for small business owners and retirees, safe money investing and tax reduction strategies, and close work with CPAs, attorneys, and their clients. He is also actively involved in a number of professional financial organizations, including the global organization Million Dollar Round Table.

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Since 1927, Million Dollar Round Table (MDRT) has been the leading association for financial professionals. Members maintain strict ethical conduct and high levels of client service, as well as an outstanding knowledge of the financial services field. MDRT believes that growth is a result of shared ideas among like-minded professionals, and its membership consists of the best sales professionals in the financial services and life insurance industries.

Each year, MDRT hosts a Top of the Table Meeting aimed at MDRT’s top membership level, Top of the Table. Attended by experts in the financial services industry, the annual meeting also boasts top key-note speakers, technical focus sessions, and networking with other top performing members. The 2019 Top of the Table Meeting will take place in Austin, Texas at the Fairmont Austin in the Central Business District from September 25–28, 2019.

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Clay Erickson (Utah)
Clay Erickson (Utah)

Written by Clay Erickson (Utah)

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Clay Erickson served over 35 years with nationally known advisory firms before accepting his current position with Wealth Innovation Group.