06/12/2026
Insurance can be a critical part of a financial strategy, but navigating it takes insight.
Both Paul and Erica hold the CLU®️ designation, which equips them to support clients in evaluating risk and designing personalized insurance strategies.
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.
With this training, they help clients integrate life insurance and risk management into their broader financial blueprint.
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