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 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
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