What Working with a CLU® Can Do For You

Cut through the sales talk to partner with a trusted advisor.

The CLU® Advantage

With the world changing rapidly, risk management is getting more and more complicated. The average person probably doesn't have the expertise required to accurately assess every facet of their financial plan that might require insurance protection—let alone the training to find the most appropriate coverages.

That’s why the CLU® designation was created. It ensures that your advisor is educated to serve you in this complex area with specialized, in-depth knowledge that goes beyond general insurance proficiency.

You need a source of truth to cut through the noise and bring personalized solutions that fit your unique situation.

A CLU® can offer you comprehensive knowledge on a broad array of life insurance applications to build a customized coverage plan designed to account for your most likely risks. A professional who has earned their CLU® demonstrates their commitment to your best interest and stands apart in a crowded field.

Research reports a substantial expectation gap between what most clients want and what most financial advisors deliver.

of clients said they expected advice on estate planning.

received it.

1 Spectrem Group. 2021.

Your life's work is to provide security for those you love. A CLU® is here to help you protect them in the best way possible.

With a sound risk management strategy, you can set yourself up for success down the road and ensure that your loved ones will be protected from life's uncertainties. A CLU®’s expertise can ensure, and insure, this now and in the future.

Get started with your advisor and experience the CLU® difference today.

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