Katz Financial Services
What is the CLU®?
For nearly 100 years, The American College of Financial Services' Chartered Life Underwriter® (CLU®) designation has been recognized as one of the most valued designations for financial services professionals, and a credential that signifies a commitment to applying foundational knowledge to clients' situations with practical, legal, and ethical aspects of life insurance planning.
Life insurance is a core risk mitigation tool, yet only 59% of Americans incorporate it into a holistic plan. Your expertise can have immeasurable impact across your book of business, and the CLU® provides opportunities to immediately put knowledge into practice. Our program provides you:
In-depth knowledge of life insurance concepts and life insurance law within the context of overall risk management
The necessary knowledge to help clients address their estate planning needs
An understanding of solutions addressing the life insurance needs of business owners and professionals