CLU | Chartered Life Underwriter

 Posted on September 21, 2017 by

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CLU
Chartered Life Underwriter

A CLU is a professional advisor in all of the areas of business and family financial security that are encompassed by life insurance. To become a CLU, an individual must successfully complete a comprehensive course of study and demonstrate competence by passing a series of eight college-level examinations in several subject areas including life insurance, pensions, taxation, finance, economics, business, and estate planning. Rigid ethical and experience requirements must also be met.

Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice. Past performance is no guarantee of future results. Diversification does not ensure against loss. Source: Financial Visions, Inc.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher, and host are not providing legal, accounting, or specific advice to your situation.

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