The Chartered Life Underwriter (CLU) is the world's most respected designation of insurance expertise.   A CLU (Chartered Life Underwriter) is an educated, experienced, and qualified professional committed to the financial well being of your family, your business, and yourself. A CLU can provide professional guidance on a broad range of financial and insurance topics.

The ChFC® prepares agents to meet the advanced financial planning needs of individuals, professionals and small-business owners. ChFCs gain            in-depth understanding of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.

Today's clients are seeking increasingly complex solutions to meet their financial needs. The Master of Science in Financial Services (MSFS) provides the tools needed to analyze, plan, and implement integrated financial and life strategies, helping client’s complex business and personal financial security issues.

Committed to Professional Education.  CLU, ChFC, CFP, MSFS

Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning.  In addition to passing the CFP certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP Board's code of ethics and professional responsibility and financial planning standards.