CLU Designation
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 advice on a broad range of financial and insurance topics. With the help and knowledge of a CLU you can:
Create a Sound Financial Solution
Achieve Financial Security Through Life Insurance
Manage a Successful Business
Create a Sound Financial Solution
- Achieve your financial goals
- Analyze your overall financial situation
- Identify your life and health insurance needs
- Identify your personal property and liability risks
Achieve Financial Security Through Life Insurance
- Meet your financial needs using life insurance and annuity products
- Provide an understanding of your legal rights of owning life insurance and annuity products
- Familiarize you with various policy provisions Enhance the Value of Your Estate
- Provide for your financial security during retirement
- Enhance your family’s security through the accumulation of an estate
- Conserve your existing assets
Manage a Successful Business
- Develop a plan for keeping your family business
- Identify the various forms for organizing a business
- Develop a plan in case of the death or disability of a business owner or professional
| CLU - Chartered Life Underwriter |
