Chartered Life Underwriter at Life

Chartered Life Underwriter. This means a clu ® has obtained a level of life insurance expertise that exceeds basic life insurance underwriting. A chartered life underwriter may choose to focus on managing the financial affairs of wealthy individuals.

The chartered life underwriter (clu®) certification is recognized by professionals in the finance industry for those who want to provide wealth transfer and estate planning for their clients. The chartered life underwriter (clu) is a certification for financial professionals who specialize in life insurance as it relates to estate planning and business planning. The chartered life underwriter (clu) designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation, and distribution of the economic values of human life.

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Chartered life underwriter® launched in 1927, the clu® is the insurance profession’s oldest standard of excellence. (plural char·tered life un·der·writ·ers) noun professional seller of life insurance: I hope you liked it and enjoy our service. A chartered life underwriter can also be defined as a credential for financial.