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What Is A Chartered Life Underwriter?

Chartered Life Underwriters & Expert Financial Professionals

One of the key things that set Advisors Insurance Direct apart is that all of our agents possess an advanced degree as a Chartered Life Underwriter®, Chartered Financial Consultant®, or Certified Financial Planner. Each of these individuals have spent years in the field and are financial analysis experts, which allows them to offer superior service to our clients. These individuals have undergone specialized higher education, and they are trained in the practicalities of operating within this industry. All of these steps are designed to ensure that these individuals can deliver services according to the particular needs of consumers regardless of their personal circumstances.

Specifically, a Chartered Life Underwriter® (CLU®) has built up an invaluable level of knowledge in the financial services and insurance industry. They will also have many years of practical experience, which is very helpful to consumers who are looking for solutions that will work with their particular needs.

To begin working with a CLU® or other agent with an advanced degree in order to understand and meet your life insurance needs, call us now or request a term life insurance quote online. In addition, all clients of Advisors Insurance Direct are entitled to a complimentary financial review so please don’t hesitate to inquire through your advisor.

How a Chartered Life Underwriter Can Help

A Chartered Life Underwriter, or any of our other agents possessing advanced degrees, can help you to understand your needs and ensure you make the right choices when it comes to life insurance and your financial future. They can help you navigate the world of term insurance quotes as well as give practical advice on how you can plan for your future.

A CLU® or any agent with an advanced degree differs from “call center” insurance agents in the following important ways:

  • They are highly qualified graduates with a vast level of experience
  • They understand all the discounts and requirements that apply to policies
  • Their contacts within the industry can help the consumer locate and select the best plan
  • These are specialists who understand the niche in a unique way
  • And most important, they understand the insurance and tax laws that can and will seriously impact your insurance policy if it is not done right

In order to achieve an advanced degree, an agent will have completed eight or more comprehensive college level courses that cover all aspects of the sector including life insurance, taxation, retirement planning, risk management, and personal finances. This advanced and highly specialized education makes a Chartered Life Underwriter®, or any of these other highly educated advisors, an ideal professional to rely on in a time of need.

Chartered Life Underwriter® Continuing Education

Apart from the impressive academic resumes that are required of a CLU® or other agent with an advanced degree, they are also expected to undergo further education on an annual basis. This means meeting continuing education requirements. In addition, they must adhere to the highest standards of ethics in order to maintain their accreditation. Their knowledge is therefore both comprehensive and current.

Chartered Life Underwriters & Financial Professionals | Get Life Insurance Quotes

Contact a Chartered Life Underwriter or an Agent with an Advanced Degree at Advisors Insurance Direct

When you call Advisors Insurance Direct, you can be sure that you will have access to the most experienced and qualified financial professionals. We are very careful when selecting our staff and this is reflected in the excellent work that they do. When you work with us, you can rest assured that you will be in touch with a professional and experienced agent with an advanced degree. All of our agents have undergone advanced training and possess one of the following designations:

  • Chartered Life Underwriter®
  • Certified Financial Planner
  • Chartered Financial Consultant®

Call us now in order to get in touch with a Chartered Life Underwriter® or another advanced degreed agent and to get your term life insurance quote.

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Our Promise

As financial professionals, we will never pressure you to do anything or use silly sales tactics. We are simply here to answer your questions, provide professional advice and walk you through the process of buying life insurance should you decide to move forward.

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