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CLU® - Chartered Life Underwriter®

To receive the CLU® designation, individuals must successfully complete eight courses and exams, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures. Participation in the Professional Recertification Program is also required.

For more information on our CLU®  - Chartered Life Underwriter®  accreditations, call or contact us at Executive Wealth Management today.

Reference: Form ADV Part 2B - https://www.hfaplanning.com. hfaplanning.com/wp-content/uploads/2019/03/2019-HFA-ADV-Part-2B-New.pdf

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