Financial Education for Securities, Banking, & Insurance Professionals.

Board of Trustees


Todd M. Schoon, JD, CLU®, ChFC® (Chairman)
Northwestern Mutual

 



David M. Anderson
TIAA-CREF Life Insurance Co.

Laurence Barton, CAP®, Ph.D.
(Ex Officio)
The American College

Michael A. Bell
Pacific Life Insurance Co.

Wendy A. Benson
MassMutual Financial Group

Lee V. Bethel, CLU®, CAP®, ChFC®,
ChHC, REBC®, RHU®
Comprehensive Benefit Services, Inc.

Christopher O. Blunt, ChFC®, CAP®, CLU®
New York Life

Peter C. Browne, LUTCF
(Ex Officio)
Price, Raffel & Browne, Inc.
UNIFI Companies

Edward W. Cassidy
The Phoenix Companies

Nicholas M. Cecere, CLU®, ChFC®, LUTCF
Principal Financial Group

Susan M. Cooper, CFP®, CLU®, ChFC®, CAP®
Penn Mutual Life Insurance Co.

George I. Connolly, CLU®, ChFC®
Securian Financial Group

Michael J. Corey
MJC Ventures, Inc.

Ralph L. "Chip" Crews, CLU®, ChFC®
Consultant

Michael C. Davidson, MSM, CLU®, CAP® (Retired)
State Farm Insurance Companies

J. Scott Davison, CLU®, ChFC®
OneAmerica Financial Partners, Inc.

Caroline Feeney, CLU®, ChFC®
Prudential Insurance Co.

Anthony M. Garcia
Western-Southern Agency Group

Peter A. Golato, CLU®, ChFC®
Nationwide Financial

Randall H. Harbert, CLU®
State Farm Insurance Companies

Thomas H. Harris, CLU®, ChFC®
Penn Mutual Life Insurance Co.

John L. Haver, JD, CLU®, ChFC®
Mutual of Omaha

Gary T. "Doc" Huffman, CLU®, ChFC®
Ohio National Financial Services





James J. Meehan, MSM
1847 Financial

Fred H. Jonske
M Financial Group

Michael L. Kalen, CLU®, ChFC®
Futurity First Insurance Group, Inc.

Terri R. Kallsen, CFP®
Charles Schwab & Co.

Paul A. LaPiana, CFP®
MetLife

James A. Mitchell, CLU®, ChFC®
(Retired)IDS Life Insurance Company

Linda S. Need, CAP®, CFP®
Wells Fargo

Scott R. Perry
Bankers Life & Casuality Co.
CNO Financial Group

Robert B. Plybon, CLU®, ChFC®
Plybon & Associates

Reginald N. Rabjohns, CLU®, ChFC® (Ex Officio)
New England Financial

Phillip C. Richards, CLU®, CFP®, RHU®
North Star Resource Group

Michael Rosenzweig, CLU®, ChFC®
Rosenzweig Financial Services

Albert J. "Bud" Schiff, CLU®, CAP®
Alvarez & Marsal

Robert D. Shapiro, CLU®
The Shapiro Network, Inc.

Frederick J. Sievert (Retired)
New York Life Insurance Co.

Nikki L. Sorum
Thrivent Financial for Lutherans

Jon S. Stenberg, ChFC®
Ameriprise Financial

Thomas P. Tooley, CLU®, ChFC®
Lincoln Financial Distributors, Inc

Leo C. Tucker, CLU®
The Washington Group

Michael J. Vietri, CLU®
The Producers Group

Robert J. Wernecke, CLU®
ECA Financial Services Inc.

Doyle J. Williams, CLU®, ChFC®
COUNTRY Financial

Charles R. Wright, CLU®, ChFC®, CAP® (Retired)
State Farm Insurance Companies

Robert "Bucky" Wright, Jr.
AXA Advisors, LLC



 

Contact Us

Phone: 800-821-8356 x1462

Hours: M–F 9:30 a.m. – 5 p.m. ET

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Programs of Study
 
Centers of
Excellence

Resources
Insurance Education
 
RHU®

Registered Health Underwriter®

(Health Insurance)

 
 
ChHC®

Chartered Healthcare Consultant®

(Healthcare Specialty)

 
 
REBC®

Registered Employee

Benefits Consultant

(Employee Benefits)

 
 
CLF®

Chartered Leadership Fellow®

(Field or Agency Leadership)

 
 
LUTCF

Life Underwriter Training

Council Fellow

(Insurance Skills)

 
 
CLU®

Chartered Life Underwriter®

(Insurance Specialty)

 
 
Financial Planning
 
ChFC®

Chartered Financial Consultant®

(Advanced Financial Planning)

 
 
CFP®

Certification Education

(Financial Planning)

 
 
CASL®

Chartered Advisor for

Senior Living®

(Retirement Income Education)

 
 
FSS

Financial Services Specialist

(Financial Services Basics)

 
 
CAP®

Chartered Advisor

in Philanthropy®

(Philanthropy)

 
 
RICP

Retirement Income

Certified Professional

(Retirement Income)

 
 
Graduate Degrees
 
MSM

Master of Science in Management

(Executive Leadership)

 
 
MSFS

Master of Science in

Financial Services

(Advanced Financial Planning)