Life Underwriter Training Council Fellow (LUTCF)

WiserAdvisor is the oldest and the largest independent network of financial advisors.

Summary:

This designation gives an advisor a better understanding of a variety of insurance products. Advisors must complete five required courses, plus one course on ethics, and then pass a final examination.


Issuing Organization:

The American College and the National Association of Insurance and Financial Advisors (NAIFA)


Website:

www.theamericancollege.com and www.naifa.org

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Profile

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.

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