Qualifications

 

Our professional qualifications are strengthened by our required continuing education toward the following credentials along with affiliations through various professional organizations, including:

 

The National Association of Insurance and Financial Advisors (NAIFA)

 

Million Dollar Round Table (MDRT)

 

Chartered Life Underwriters (CLU)

 

Chartered Financial Consultants (ChFC)

 

Certified Financial Planner™ (CFP®)

 

Wealth Management Certified Professional (WMCP)

 

General Agents and Managers Association (GAMA)