The Life Underwriter Training Council Fellow (LUTCF®) Designation Program developed for NAIFA by the College for Financial Planning (CFFP) launched the summer of 2015. More than 50,000 insurance professionals know the value the LUTCF®, which is considered the first credential any agent should earn. When you earn the LUTCF® designation, you receive so much more than a recognized designation. You gain fundamental, yet critical prospecting, selling, and practice management skills, along with a thorough working knowledge of life and multi-line products and services.
For a full schedule of online classes and other information, visit www.cffpinfo.com/lutcf-life-underwriter-training-council-fellow/
Schedule of Live LUTCF Classes
NAIFA - Dallas
Course: Intro to Practice Management & Life Insurance
Class Start Date: February 27, 2017
Class Day/Times: Monday from 2:00 pm - 4:00 pm
Class End Date: April 24, 2017
Location: NAIFA - Dallas office
Moderator: Mike Evans, CLU, ChFC, LUTCF
For questions or to enroll: Contact Mike Evans at 972-393-3070 or firstname.lastname@example.org
NAIFA - Los Angeles
Class Start Date: April 13, 2017 at 1:00 pm
Location: South Pasadena
Moderator: Ben Aranda
For questions or to enroll: Contact NAIFA - Los Angeles at (213) 500-4946 or email@example.com
The curriculum combines classroom learning and field training to equip agents and financial advisors with the knowledge and skills to put them on the path to career success. The content integrates four practice specialties, life insurance and annuities, health and employee benefits, multiline, and financial advising and investments providing both an overview of each but also addressing their interdependencies—critical for agents and advisors to understand when advising clients. Topics cover the real life issues of today, from multigenerational homes, to single parent households and same sex marriages.
The curriculum consists of three, nine-week courses, consisting of eight weeks of instruction followed by a week of study and review for the exam, making it feasible for students to complete the LUTCF® program in one year or less.
Part One: Introduction to Practice Management and Life Insurance includes developing a business plan, ethics, financial planning and risk management, introduction to life insurance products, and life insurance prospecting and selling skills.
Part Two: Insurance and Investment Products focuses on life insurance and annuities, mutual funds, disability income, long-term care, health and group insurance, and property and casualty insurance.
Part Three: Risk Management Applications addresses retirement and estate planning, special family situations, and presenting basic plans to individuals and business owners.
"LUTCF is the reason I’m in this business today. The program builds the knowledge and confidence that leads to successful careers."
Juli McNeely LUTCF, CFP, CLU
NAIFA President 2014-2015
LUTCF® Scholarship Program
NAIFA and the College for Financial Planning (CFFP) are offering two full LUTCF® Scholarships this year. Click here to apply for the LUTCF® Scholarship.
NAIFA Members receive a 15% discount. Students should call the College for Financial Planning at 800-237-9990, option 3. Be sure to mention you are a NAIFA member.
Become a Moderator
To apply to become an LUTCF moderator please contact Brendan Bernat at firstname.lastname@example.org or by calling 703-770-8230.
to read the NAIFA / LUTCF Review Process