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Since 1927, the CLU^® has been the respected risk management credential for advisors. Designees have completed eight or more college-level courses representing an average study time of 400 hours. Topics for required courses include insurance and financial planning, life insurance law, estate planning, and planning for business owners and professionals. The designees must meet experience and continuing education requirements and must adhere to a high ethical standard.

The ChFC^® designation has been a mark of excellence for almost thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC^® exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC^® designees must meet experience requirements and adhere to continuing education and ethical standards. The credential is awarded by The American College, a non-profit educator founded in 1927 and the highest level of academic accreditation.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals^®, is a global, independent association comprised of the world’s leading life insurance and financial services professionals from around the world. Founded in 1927, MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service, and membership is recognized internationally as the standard of excellence in the life insurance and financial services industries.

Members of the National Association of Insurance and Financial Advisors (NAIFA) are trained professionals that are highly educated that adhere to a code of ethics, ensuring that clients' interests are always put first. They are focused on consistently delivering excellent service so that long-term relationships may be fostered. NAIFA members also spend their time serving their communities and supporting local charities, as giving back to others is deeply important to them.