My back ground in the Insurance and Financial Planning arena began in 1985. In order to be the best advisor for my clients I have felt education was most important. My study in this discipline was through many different venues along with the required continuing education. Most notably was my involvement in the American College in Bryn Mawr, PA. Through the College I have obtained through 100’s of
hours of studies the designations of:
The Chartered Life Underwriter® (CLU®) is the world's most respected designation of insurance expertise. This prestigious course of study involves an in-depth knowledge on the insurance needs of individuals, business owners and professional clients. The Chartered Financial Consultant® (ChFC®) designation is the study of advanced financial planning needs of individuals, professionals and small business owners. (ChFC) is the study of key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate. The CASL designation is “Chartered Advisor for Senior Living” study involves:
Understanding of the psychological, biological and sociological factors facing older clients in order to more effectively meet their unique needs
Aid clients in making decisions about investment and estate planning
Identify and analyze health and long term care financing alternatives for seniors
Assist clients in making the decisions they face at retirement, including when to claim Social Security, how to take pension distributions, choosing annuities, and deciding between residential options
John Shuput CLU, ChFC,
The marks CLU®, ChFC®, CASL®, CLF®, CAP®, REBC® and RHU® are the property of The American College and may only be used by individuals who have successfully completed the initial and ongoing certification requirements for these designations. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
