|
Summary: Advisors with this credential specialize in life insurance and estate planning. Not all CLUs provide financial planning. Candidates must complete eight required courses, some of which overlap courses needed to become a Certified Financial Planner (CFP) and pass a final examination. Issuing Organization: Chartered Life Underwriter Institute (CLU Institute) Website: |
"Finance and investing are complicated subjects that I did not know a whole lot about before I started using this site. Thanks to this site I was able to meet with an advisor who was incredibly helpful. Thank you!"
- M Nielson, Los Angeles, CA"Through this site, I was able to get in touch with a local and highly qualified financial planner to help me develop a personalized retirement plan!"
-Lisa B, Atlanta, GA"I just got connected to 3 very nice advisors here in north Tampa. I did not want to drive downtown and if I had not used this service I may not have realized I could connect with a planner so close to home & work. I am working mom and needed someone close. I plan to use one I was matched to.It really works!"
- Linda Prescott, Temple Terrace, FL