Qualifications
Our professional qualifications are strengthened by our required continuing education toward the following credentials along with affiliations through various professional organizations, including:
The National Association of Insurance and Financial Advisors (NAIFA)
Million Dollar Round Table (MDRT)
Chartered Life Underwriters (CLU)
Chartered Financial Consultants (ChFC)
Certified Financial Planner™ (CFP®)
Wealth Management Certified Professional (WMCP)
General Agents and Managers Association (GAMA)
