Our principal Evan Fabricant has both the CLU® and ChFC® designations. Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant - Advanced Financial Planning- Comprehensive financial planning
The Chartered Financial Consultant® (ChFC®) This designation has a core curriculum that focus on various areas of personal financial planning. This is often taken by individuals seeking in-depth knowledge of both financial planning and insurance.
Chartered Life Underwriter® - Life Insurance, both personal and businessThe CLU® is widely considered to be the most respected insurance designation in the industry. This designation was created in 1927 by the AmericanCollege in Bryn Mawr, Pa. The CLU®; has traditionally been pursued by agents who wish to specialize in life insurance for business or estate-planning purposes.
We have individuals licensed to sell Insurance Products in:
FL, GA, MD, NC, NJ, NY, SC, VA
We have individuals licensed to sell Securities in:
AR, DC, FL, GA, MD, MT, NC, NJ, NY, PA, TX, VA
We cannot communicate with, nor respond to, requests from users who reside in states where we are not licensed to conduct insurance and/or securities business.