NAIFA, CFFP form Advisory Group

Designation program for insurance agents, advisors and brokers will be re-launched in July 2015

March 25, 2014 —The National Association of Insurance and Financial Advisors and the College for Financial Planning today announced formation of an Advisory Group for the Life Underwriter Training Council Fellow (LUTCF) designation in support of the re-launch of the program in July 2015.The group will provide strategic guidance in three areas: subject matter expertise for the new LUTCF curriculum, application to the workplace, and areas for future development of the LUTCF program.
Working with this group, the College for Financial Planning will employ an industry and academically recognized best-practice for developing curriculum. This Content Validation Study approach defines the critical behaviors required for effective job performance which can then help identify the necessary knowledge, skills, abilities and other characteristics required to successfully perform the job functions and tasks.
“We are honored to welcome these distinguished industry leaders to participate in the development of the new LUTCF designation program,” said NAIFA President John F. Nichols, MSM, CLU. “We look forward to their advice and direction as NAIFA and CFFP prepare to launch this dynamic and innovative curriculum for financial professionals.”
The members of the NAIFA LUTCF Advisory Group are:
  • Thomas D. Currey, CLU, ChFC, LUTCF – NAIFA Past President and President,TDC Financial Services; Grand Prairie, Texas
  • Tommy Doolittle, CLU, ChFC, Director, Agency Administration and Jimmy King, CLU, LUTCF, Manager,Training and Career Development, Southern Farm Bureau; Jackson, Mississippi
  • David Dougall, Manager, Internal Sales Support, State Farm, Bloomington, Illinois
  • William T. Free, CLU, ChFC, LUTCF, CLTC, CASL, MSFS, Financial Representative, Northwestern Mutual Life; Fairfax, Virginia
  • Matthew S. Huntington, CLU,  LUTCF– NAIFA Board of Trustees, Farmers Insurance Agent, President/Owner – Matthew S Huntington Insurance Agency Inc.; Aurora, Colorado
  • Shawn Jeanes, President, Designs in Life Insurance Marketing and a Principal of Insurance Designers of America; Atascadero, California
  • Jennifer Johnson, Director, Practice Development – Sales Institute, MetLife; Charlotte, North Carolina
  • Cammie K. Scott, LUTCF, REBC, RHU, CLTC, ChHC, SPHR – NAIFA Member Benefits Committee, President, CK Harp & Associates; Springdale, Arkansas
  • John W. Wheeler, Jr. CFP, CLU, ChFC, CRPC, LUTCF, Executive Vice President, Water Tower Financial Partners, LLC; Chicago, Illinois
NAIFA and CFFP announced the partnership in February. Details on the new LUTCF program will be provided in September 2014, including information about the new course curriculum, program completion requirements, class scheduling, pricing, and moderator recruitment. Registration for the new LUTCF program will begin after January 1, 2015, and classes are scheduled to begin July 2015. Prospective designees will be required to be NAIFA members at the time of conferment.
About the College for Financial Planning
Founded in 1972, the College for Financial Planning provides accessible and flexible degree, non-degree, and continuing professional education programs to students nationwide. Shortly after its founding, the College introduced the CERTIFIED FINANCIAL PLANNER™ certification, which has evolved into the world's most recognized and respected financial planning credential, with more than 60,000 professionals in the U.S. having earned the designation.
In addition to its CFP Certification Professional Education Program, the College offers three graduate degree programs that provide more in-depth knowledge of the finance industry. Professional designation programs are also available, with specializations ranging from asset management to retirement planning. The College for Financial Planning is accredited by the Higher Learning Commission and is a member of the North Central Association. More than 140,000 students have graduated from the College’s programs. For more information, visit