A chartered life underwriter, or CLU, is a type of financial advisor who specializes in life insurance for estate planning purposes. Here's what to know. What is a Chartered Life Underwriter (CLU)?

Understanding the Context

The Chartered Life Underwriter is a professional designation. This credential is primarily meant for individuals who specialize in life insurance ... A chartered life underwriter (CLU) is a financial professional who specializes in estate planning and life insurance. To earn this designation, an individual must complete eight courses and pass eight 2-hour exams, each consisting of 100 questions.

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