What Is a Chartered Life Underwriter?

A Chartered Life Underwriter® or CLU® is a financial professional who meets the educational, experience, and ethical requirements established by The American College. A CLU® has knowledge and training in several areas, including life insurance, pensions, taxation, finance, retirement planning, estate planning, and planning for business owners.

What are the requirements?

In order to obtain the CLU® designation, a number of requirements must be met. An applicant must:

  • Take and pass eight courses administered by The American College

  • Have at least three years of qualifying full-time business experience in insurance or financial planning

  • Pass a fitness standards and background check

  • Comply with The American College Code of Ethics and Procedures

Once appointed, a CLU® must meet continuing education requirements in order to maintain the certification.

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