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

Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.

Portfolio Size:

$960K

We needed help in getting a trust and other investment strategies setup correctly...
...WiserAdvisor service was a tremendous relief in finding an advisor. I wanted someone with TRUST, experience and someone with patience.