Why You Need a CLU®
How an advisor with this specialized designation can help protect you from financial risk.
CLU®: Your Partner in Securing Your Financial Plan
As you work to build a solid financial footing for today and save for tomorrow, you know that life is filled with uncertainties. But it's difficult to know which risks to worry about, as well as which protection is most cost-effective. If you own a small business or need additional protection as a professional, you have even more to sort through.
Too many financial advisors lack the in-depth knowledge to adequately assist you. In one survey, 82% of clients said they expect life insurance and risk management advice from their financial advisor–however, only 12% receive it.1
The answer: work with a Chartered Life Underwriter® (CLU®).
1 Spectrem Group Wealthy Investor Series: Wealth Management Redefined. 7/2021.
A CLU® isn’t just an insurance expert; they’re a partner who can offer holistic advice on a wide range of potential risk management situations.
Receive personalized guidance on all aspects of risk and insurance from a professional dedicated to building a secure plan for you and your loved ones.
A CLU® specializes in areas including…
Risk Management
Estate Planning
Life Insurance Products & Strategies
Wealth Transfer
Insurance for Business Owners & Professionals
Employee Benefits
CLU® professionals are educated by The American College of Financial Services, an accredited institution with nearly 100 years of experience in educating advisors dedicated to helping clients like you and benefitting society. It’s the best and brightest of financial services working to help you achieve your goals.
© The American College of Financial Services | TheAmericanCollege.edu