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Who is a Chartered Life Underwriter

The Chartered Life Underwriter® (CLU®) program teaches students how to fully serve the diverse needs of their individual and business clients through in-depth insurance knowledge. Upon completion, students have the expertise to provide guidance to clients on types and amounts of life insurance, make recommendations on aspects of risk management, and expert knowledge of various insurance solutions.

A Chartered Life Underwriter® (CLU®) designee understands the legal aspects of life insurance, and assisting clients in making decisions about estate planning, including various wills and trust arrangements.