The CLU® is the oldest and most respected designation in insurance planning. CLU® professionals have deep expertise in life insurance, estate planning, business succession planning, and risk management. Awarded by The American College, it has been the industry standard since 1927.
CLU® Advisors on AdvisorOS
4
Currently in our directory
Designation Type
CLU
Chartered Life Underwriter
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Why It Matters
If you need expert guidance on life insurance strategy, estate planning, or business succession planning, a CLU® has the deepest insurance-specific expertise available.
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Requirements
Complete 5 college-level courses through The American College
3 years of full-time business experience
Meet ethical standards and background check
Complete 30 hours of continuing education every 2 years
Browse 4 CLU® Advisors
Find a Chartered Life Underwriter near you in the AdvisorOS directory.
While many CLU® holders work in insurance, the designation covers comprehensive estate and business planning. CLU® professionals often provide holistic financial advice with deep insurance expertise.