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What is a CLU?

CLU stands for Chartered Life Underwriter, a pretigious designation awarded to professionals in the insurance and financial services industry. CLUs are highly qualified experts who can assist you with individual and business financial planning concerns such as selecting life and health insurance, estate planning, and retirement planning. Because they have earned this designation through extensive educational, experience, and ethical requirements, CLUs have the knowledge required to guide you in making sound financial decisions.

Why select a CLU?

Only a select group, fewer than five percent of those in the field, have qualified to earn this designation. The requirements for becoming a CLU are stringent. Each CLU must pass a comprehensive curriculum of ten college level courses, have extensive experience in the industry, and preserve the integrity of the designation by subscribing to a strict code of professional ethics.

A CLU can provide professional guidance, supplemented with timely, accurate information that will help you make wise decisions for your family and your business. When your financial security is involved, contact a CLU.




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1220 Broad Street - P.O. Box 506
New Castle, IN 47362
(765) 529-6400

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