The professional designations held by EPG partners and abbreviated after their names are defined below:
Chartered Life Underwriter (CLU):Earned through successful completion of eight courses offered by The American College. The course is designed to provide an in-depth knowledge of insurance needs of individuals, business owners, and professional clients.
Chartered Financial Consultant (ChFC): Earned through successful completion of eight courses offered by The American College. The course is designed to offer in-depth knowledge of key financial planning disciplines including insurance, income taxation, retirement planning, investments, and estate planning.
Certified Financial Planner (CFP): Earned through successful completion of a comprehensive two-day examination administered by the CFP Board of Standards and covering the financial planning process, tax planning, employee benefits and retirement planning, estate planning, and investment management & insurance.
Certified Family Business Specialist (CFBS): Earned through successful completion of a course offered by The American College.The course is designed to provide knowledge in the areas of taxation, insurance, and the interpersonal relationship issues commonly encountered during the business succession planning process.
We have individuals licensed to sell Insurance Products in:Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Iowa, Kansas, Maryland, Michigan, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia.
We have individuals registered to offer Securities in:Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Hawaii, Indiana, Iowa, Louisiana, Maryland, Michigan, Missouri, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia
We cannot communicate with, nor respond to, requests from users who reside in states where we are not licensed to conduct insurance and/or securities business.
*Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC member SIPC.,www.sipc.org, 5001 Louise Drive, Suite 300, Mechanicsburg, PA 17055, Tel: (717) 791-3300.
Drew Wadsworth, CA Insurance License # OH58090