What Can A CLU Do For You?
CLU stands for Chartered Life Underwriter. A CLU is an educated, experienced,
and qualified specialist committed to the financial well being of your
family, your business, and yourself. A CLU can provide expert advice
on a broad range of financial planning and insurance topics. With the
help and knowledge of a CLU you can:
Create A Sound Financial Plan
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
Gain an understanding of your legal rights of owning life insurance
and annuity products
Familiarize you with the various policy provisions
Enhance your family's security through the accumulation of an estate
Provide for your financial security during retirement
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
Why Select a CLU?
You and your family deserve the best possible financial planning advice.
A CLU is a qualified professional who can provide comprehensive insurance
and financial planning for your financial security.
Pledges to place your interests above all else when helping to establish
financial goals and implement a financial plan.
Pledges to follow the latest industry developments and legislative challenges
to help you chart a steady course of financial
Pledges to adhere to a strict code of ethics
Is committed to providing you with superior service
Has successfully completed a comprehensive curriculum of college-level
courses from The American College
Has a minimum of three years of qualifying professional experience
Is one of a select group within the financial services industry to earn
the CLU designation.
Since its inception in 1927, more than 90,000 professionals have earned
the CLU designation.