Our Credentials & Memberships

Chartered Life Underwriter (CLU®)

The CLU® designation is one of the oldest and most respected credentials in financial services, dating back to the late 1920’s. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.

Chartered Financial Consultant (ChFC®)

The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and currently requires more courses than any other financial planning credential. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning.

Million Dollar Round Table (MDRT)

The Million Dollar Round Table (MDRT) was founded in 1927 at the National Associate of Life Underwriters meeting in Memphis, TN. MDRT provides its members with access to resources to help them achieve success in their financial services profession by connecting them to a global network of the best minds in the business and providing a variety of tangible and intangible resources and interactions.

The National Association of Insurance and Financial Advisors (NAIFA)

The National Association of Insurance and Financial Advisors (NAIFA) was founded in 1890 as The National Association of Life Underwriters (NALU) and is the only organization representing insurance and financial advisors regardless of their services or products. NAIFA strives to promotes and protect the critical role of insurance in a sound financial plan and the essential role of professional advisors.

This information provided by The American College, MDRT and NAIFA.