Our Qualifications
• CLU® – Chartered Life Underwriter
• ChFC® – Chartered Financial Consultant® professional
• LUTCF – Life Underwriter’s Training Council Fellow
• CFP® – CERTIFIED FINANCIAL PLANNERTM Professional
• CLTC – Certified in Long-Term Care
• REBC – Registered Employee Benefits Consultant
• RHU® – Registered Health Underwriter
In addition to the qualifications above, North Shore Financial Group supports service in close to a dozen languages. Also, as part of our commitment to providing inclusive financial education and support, we have advisors specialzing in a variety of business and lifestyle communitites.
Please note that mutual funds/variable contracts/fixed annuities are sold by prospectus/offering statement/contract which may not be available in a language other than English. Please be sure that you understand any product before you purchase it.
Some of our representatives hold one or more of the following professional designations:
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