Charles H. Leiser, Financial Advisor with the Blue Ridge Group – Thrivent, a diversified financial services organization, recently earned the Chartered Life Underwriter® (CLU®) designation granted by The American College of Financial Services.
The CLU® program serves the diverse needs of individuals and business clients through in-depth insurance knowledge. Upon completion, financial professionals have the knowledge to provide guidance to clients on types and amounts of life insurance, make recommendations on aspects of risk management and various insurance solutions. Topics include fundamentals of financial planning, life insurance, life insurance law, estate planning and planning for business owners.
To receive the CLU® designation, candidates must successfully complete the CLU® education program, pass the course exams, meet experience requirements and ethics standards. Continuing education requirements to maintain the CLU® designation must be satisfied every two years.
“One of the most important things I do as a financial professional is help my clients protect what matters most to them,” said Leiser. “Life insurance is a key component to any financial strategy, but it can be tricky to navigate on your own. I’m here to partner with my clients and identify the right insurance solutions that align with their needs.”
For the last 14 years, Leiser has served clients in Roanoke, Va. as part of the Blue Ridge Group.
As a holistic financial services organization, Thrivent helps clients achieve financial clarity, enabling lives full of meaning and gratitude. Through offering advice, investments, insurance, banking and generosity programs, our financial professionals strive to help people make the most of all they’ve been given.