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Financial advisor, Nicholas F. Nauta earns Chartered Life Underwriter® (CLU®) designation
LANSING, MI (March 3, 2014) – Nicholas F. Nauta, CFP®, Financial Advisor with CUSO Financial Services at CASE Credit Union has earned the Chartered Life Underwriter® (CLU®) professional designation from The American College, Bryn Mawr, PA.
Candidates for the CLU® designation must complete a minimum of eight courses and 16 hours of supervised examinations. They must also fulfill stringent experiences and ethics requirements. Over 102,000 individuals have been awarded the CLU® designation since the college was founded in 1927.
The Chartered Life Underwriter® is the highest standard of knowledge and trust and the world’s most respected designation of insurance expertise. The college’s founder, University of Pennsylvania Wharton School professor Soloman S. Huebner, Ph.D., created the CLU® program to meet the career education needs of men and women in life insurance and related financial services. This prestigious course of study provides professionals with in-depth knowledge on the insurance needs of individuals, families and business owners. Once the program is completed a CLU® can provide expert advice on a broad range of financial topics including life and health insurance, pension planning, insurance law, income taxation, investments, financial and estate planning, and group benefits.
Nick joined CASE Financial Solutions in 2008 to advise clients on how to create, protect and manage their wealth. CASE Credit Union members and non-members work with Nick to create lasting financial solutions that help provide a better return on life.
Established in 1936 by Lansing area educators, CASE Credit Union is a full-service financial institution serving over 30,000 members and managing more than $238 million in assets. CASE Credit Union is focused on service and committed to exceeding the financial expectations of today’s mobile society through convenient products and services.
The AmericanCollege is the nation’s largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a values business partner to banks, brokerage firms, insurance companies and other over 86 years. The AmericanCollege’s faculty represents some of the financial services industry’s foremost thought leaders. For more information, visit theamericancollege.edu.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including the possible loss of principal. Investment Representatives are registered through CFS. CASE Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.