CLU®
Chartered Life Underwriter®
Life insurance expertise for strategic applications
CLU® designees report significant improvements in productivity.
What is the CLU®?
The Chartered Life Underwriter® designation, or CLU®, offers an in-depth understanding of the practical, legal, and ethical aspects of life insurance and its techniques and tools. You’ll learn about life insurance as a vital part of holistic financial planning for both individuals and businesses and its application as a key part of goal-based planning, business continuity, employee benefits, and estate planning.
Our Proven Outcomes
CLU® DESIGNEES REPORT:
+81% higher growth in client retention
+63% higher growth in number of clients
+41% higher growth in production
+36% higher growth in earnings
+15% higher growth in client assets under management (AUM)
FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024. Based on reported three-year growth compared to advisors with no designations.
Say the CLU® improved their ability to deliver advice on insurance planning
Say the CLU® improved their client conversations
FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024.
What Designees are Saying
“The CLU® designation is the unsung hero of the insurance profession, and anyone in the business should make this educational investment. The coursework and curriculum were illuminating.”
—Joshua Gonzalez, CFP®, ChFC®, CLU®
“The CLU® improved my understanding of the financial planning challenges people face every day and the financial solutions they need at all life stages. The curriculum was well-designed with relevant and insightful content, the faculty were terrific, and the digital capabilities offered me additional convenience.”
—Andrew McGuire, CPA, CLU®
A Legacy of Industry Leadership
Founded in 1927, The American College of Financial Services is the nation's largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College's faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Your Life's Work
Powered by the leading academic institution for applied financial knowledge and education.
The American College of Financial Services provides equal opportunity to students and employees, regardless of race, color, and national or ethnic origin. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
© The American College of Financial Services
866-640-3748