Brenda's Designations

Chartered Life Underwriter® (CLU®)

For nearly 100 years, the Chartered Life Underwriter® (CLU®) designation has helped insurance and financial professionals seeking the knowledge they need to succeed in the life insurance field. Through the program, designees gain an in-depth understanding of the practical, legal, and ethical aspects of life insurance and learn how to provide the best solutions to a modern and diverse clientele facing a range of risks and financial situations.

Chartered Advisor in Senior Living® (CASL®)

The Chartered Advisor in Senior Living® (CASL®) designation shows a commitment to helping aging clients achieve financial security now and into the future. The CASL® helps designees lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth.

Retirement Income Certified Professional® (RICP®)

The RICP® designation teaches advisers techniques and best practices used to create sustainable streams of retirement income. The education covers retirement income planning, maximizing Social Security and other income sources, minimizing risks to the plan, and managing portfolios during the asset distribution phase. The designation includes three required, college-level courses that represent a total average study time of more than 150 hours. RICP® designees must meet experience, continuing education and ethics requirements. The credential is awarded by The American College, a non-profit educator founded in 1927 and the highest form of academic accreditation.

Certification in Long-Term Care (CLTC®)

Students must pass a written exam; have a certificate of good standing, or its equivalent, from the student's state insurance authority; and sign an affidavit, under oath, stating he or she has not had a judgment relating to fraudulent behavior in their profession entered against him or her in the past five years. The CLTC designation is approved by the American Council on Education and affiliated with and endorsed by the College for Financial Planning.

Chartered Financial Consultant® (ChFC®)

Designed for immediate, real-world application, the financial planning strategies taught in the Chartered Financial Consultant®(ChFC®) program prepare designees to advise a full range of potential clients on a diverse set of financial matters.