About |
Brandon Singer (http://www.ProvidenceWealthPartners.com/), recently earned the prestigious Chartered Life Underwriter® (CLU®) designation from The American College.
Brandon is a Certified Financial Planner and partner with Providence Wealth Partners, a local financial services firm serving the Indiana clients. Brandon successfully completed extensive study to earn the respected designation in 2013. This prestigious course of study provides professionals with in-depth knowledge on the insurance needs of individuals, business owners, and professional clients
Once the program is completed, a CLU® can provide advice on a broad range of life insurance topics. Candidates for the CLU® designation must complete a minimum of eight courses and 16 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements
CLU® coursework includes
· Planning for Retirement Needs
· Financial Planning: Process and Environment
· Planning for Business Owners and Professionals
· Fundamentals of Estate Planning
· Income Taxation
· Individual Life Insurance
· Fundamentals of Insurance Planning
· Life Insurance Law
Brandon has continued to build a wealth of knowledge to provide the very best advice for his clients. With over 5 years of experience in insurance and financial services, Brandon holds a Bachelor's in Finance, is a Certified Financial Planner, and holds his life/health as well as multiple securities licenses.
For more information about Brandon, please visit his website at www.ProvidenceWealthPartners.com or contact him via email at BSinger@ProvidenceWealthPartners.com or by phone at 812-568-8161.
Securities and Investment Advisory services offered through Transamerica Financial Advisors, Inc. (TFA), a registered investment advisor. Member FINRA & SIPC. Non-Security products and services are not offered through TFA. Providence Wealth Partners LLC and TFA are not affiliated.
We are licensed to sell securities in the following states: AZ, CA, CO, IL, IN, MI, MN, OR, TN, UT, and WI. This should not be considered a solicitation in any other state.