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A Certified Life Underwriter or CLU® is a financial professional who meets the requirements establish by The American College.   These include completing a specified program of study, and meeting minimum experience requirements and specific ethical standards.
The CLU is the premier credential in the insurance profession, representing eight or more comprehensive college level courses, covering all aspects of insurance planning, estate and retirement issues, taxation, business insurance, and risk management.
  With the assistance of a Chartered Life Underwriter®, you can:

• Analyze your overall financial situation
• Determine the appropriate level of risk to assume
• Protect your family’s current and future financial needs
• Achieve financial security using a wide range
• of insurance and financial tools
• Better manage taxes for yourself, your business and your estate
• Plan for a secure retirement
• Safeguard your family business
What are the requirements?
In order to obtain the CLU ® designation, a number of requirements must be met.  An applicant must:
Educational Requirements - Take nine college-level courses and pass an exam for each course.  The average time it takes to attain the credential is 3 – 4 years.
The first six courses are the educational requirements for the CFP (Certified Financial Planner), an additional 3 courses are required to attain the CLU ®
Examination Requirements – Take a minimum of eight separate exams in eight separate areas that relate to finance and insurance.

Experience -  Have at least three years of qualifying full-time work experience in financial planning or a related field
Back Ground Check and Ethics – A background check is completed on each CLU ® candidate to review any past legal issues related to their financial professional actions and conduct.
Once appointed, a CLU® must meet continuing education requirements in order to maintain the certification.
Time to Attain Credential:  3 – 4 Years
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