Chartered Life Underwriters & Chartered Financial Consultants
The CLU’s & ChFC's Role in Estate Planning
Members of this council who hold these designations have taken a minimum of ten or more graduate level courses in the area(s) of financial services.
Chartered Life Underwriter (CLU) has expertise in life, disability and long-term care insurance, financial, estate, retirement business and employee benefit planning including pensions and group benefits.
Chartered Financial Consultant (ChFC) provides assistance with comprehensive financial and business planning, including creating and conserving wealth, retirement and income tax planning as well as estate, gift and trust taxation.
These financial service professionals work hand-in-hand with the client’s other advisors in the estate planning process to assure the client’s goals are being met and that plans are implemented and adequately and appropriately funded.
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