Chartered Life Underwriter®
Launched in 1927, the CLU® is the insurance profession’s oldest standard of excellence. Today, it continues to be the premier credential for professionals who want to provide their clients with the security of life insurance and risk management.
CLU® designees know how to serve the diverse needs of their individual and business clients through in-depth insurance knowledge, including expertise on life insurance products, aspects of risk management, the legal aspects of life insurance, and assisting clients in making decisions about estate planning, including various wills and trust arrangements.
The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. Graduates and designees of The American College of Financial Services have studied, passed rigorous exams, and proven that they not only have the technical knowledge to serve their clients, but have sworn to practice ethically and in the best interest of the people they serve.
Skills / Knowledge
- Financial Planning
- Retirement Planning
- Estate Planning
- Investment Risk Management
- Life Insurance
- Wills and Trusts Arrangements
- Life Insurance Law
- Life Insurance Underwriting
- Business Succession Planning
- Income Taxation
- Health Insurance
- Group Benefits
- Special Needs and Disabilities
- Annuity Products