The professional designations held by EPG partners and abbreviated after their names are defined below:
Chartered Life Underwriter (CLU): Earned through successful completion of eight courses offered by The American College. The course is designed to provide an in-depth knowledge of insurance needs of individuals, business owners, and professional clients.
Chartered Financial Consultant (ChFC): Earned through successful completion of eight courses offered by The American College. The course is designed to offer in-depth knowledge of key financial planning disciplines including insurance, income taxation, retirement planning, investments, and estate planning.
Certified Financial Planner (CFPâ): Earned through successful completion of a comprehensive two-day examination administered by the CFP Board of Standards and covering the financial planning process, tax planning, employee benefits and retirement planning, estate planning, and investment management & insurance.
Certified Family Business Specialist (CFBS): Earned through successful completion of a course offered by The American College. The course is designed to provide knowledge in the areas of taxation, insurance, and the interpersonal relationship issues commonly encountered during the business succession planning process.
Certified in Long Term Care (CLTC): Earned through successful completion of a proctored examination administered by the CLTC Board of Standards. The course of study emphasizes information and training needed to advise families in the areas of home care, assisted living, nursing homes, social services, and their associated current and projected costs.
We have individuals licensed to sell Insurance Products in: Arizona, Connecticut, District of Columbia, Florida, Georgia, Iowa, Kansas, Maryland, Maine, Massachusetts, North Carolina, New Jersey, New Mexico, New York, Ohio, Pennsylvania, Tennessee, Texas, Virginia, Washington, West Virginia
We have individuals registered to offer Securities in: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Iowa, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Maryland, Maine, Missouri, Mississippi, Montana, North Carolina, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Washington, West Virginia
We cannot communicate with, nor respond to, requests from users who reside in states where we are not licensed to conduct insurance and/or securities business.
*Securities, investment advisory, and financial planning services offered through registered representatives of MML Investors Services, Inc., member SIPC.,www.sipc.org, 100 Corporate Center Drive, Suite 201, Camp Hill, PA 17011, (717) 763-7365.
*Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.
Website: CRN 201205-131434
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