Our Qualifications

 

Don Lee has served as President of  Don  Lee, CLU, INC since October 1977.

In 1977, he received his Bachelor of Business Administration from West Texas State University.

In 1981, Don earned the Chartered Life Underwriter designation from the American College.  In 1984, he received the Chartered Financial Consultant designation from the American College. 

Don has been a Life and Qualifying Member of the Million Dollar Round Table* since 1979.

Don is dedicated to developing lasting relationships with all his clients.

He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.

One of the benefits of working with Don is his ability to provide clear, easily understandable explanations of financial products and services as well as insurance benefits and costs.

 

* Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards.  Life Membership is earned by meeting the qualifying requirements for 10 or more years.  This award is not representative of actual client experiences or outcomes, and is not indicative of any past, present, or future investment performance.