The CLU is Canada’s premier wealth transfer and estate planning designation.

The Chartered Life Underwriter (CLU) is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning, and wealth transfer. For more than 80 years, the CLU designation has been widely recognized as a mark of excellence in the industry.

The CLU educational program consists of three specialized courses that provide additional learning in life insurance applications, insurance law and taxation, and applied estate planning.

The CLU designation symbolizes afinancial advisor’s expertise in life insurance and estate planning.

For more information, visit the CLU INSTITUTE WEBSITE