Our Qualifications

• CLU® – Chartered Life Underwriter

• ChFC® – Chartered Financial Consultant® professional

• LUTCF – Life Underwriter’s Training Council Fellow

• CFP® – CERTIFIED FINANCIAL PLANNER^TM

• CLTC – Certified in Long-Term Care

• REBC – Registered Employee Benefits Consultant

• RHU® – Registered Health Underwriter

• Investment Advisor Representative