Professional

Professional Designations:

CLU (Chartered Life Underwriter):  A designation granted to individuals who have completed training in life insurance and personal life insurance planning.  The designation requires the completion of advanced courses and exams in several areas of personal financial planning.

ChFC (Chartered Financial Consultant):  A designation awarded to individuals who meet certain industry experience requirements, in addition to the successful completion of exams that cover financial planning, tax, insurance, investment and estate planning.

CASL (Chartered Advisor for Senior Living):  An additional designation which represents that an individual is specially prepared to assist with individuals who have already retired or will retire soon.

RICP (Retirement Income Certified Professional): This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during working years to asset decumulation in retirement. 

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Wealth Management Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients.  As a large portion of our population approaches retirement, I am specifically committed to continuing my professional development to address the special needs of retirees.

 

John R Isaac, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

 

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