FORT MADISON – Thomas Klann, Agency Owner, State Farm has earned the Chartered Life Underwriter (CLU) professional designation from The American College of Financial Services. 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 and participate in continuing education to maintain professional recertification.
The Chartered Life Underwriter® designation symbolizes an exceptional standard of knowledge and trust and is among the world’s most respected insurance designations. The College’s founder, University of Pennsylvania Wharton School professor Solomon S. Huebner, PhD, created the CLU program to meet the professional education needs of men and women in life insurance and related financial services. Since The College’s inception in 1927, tens of thousands of financial services professionals have been awarded the CLU® designation.
This prestigious course of study provides professionals with in-depth knowledge relevant to the insurance needs of individuals, families and business owners. The CLU professional can provide reliable advice on a broad range of financial planning topics including life and health insurance, pension planning, insurance law, income taxation, investments, financial and estate planning, and group benefits.
Thomas Klann started his State Farm career in 2012 after graduating from the University of Northern Iowa with a Bachelor’s Degree in Business Management. Thomas has remained committed to his education earning professional designations with the American College of Financial Services (Financial Services Certified Professional & Retirement Income Certified Professional), The College for Financial Planning (Life Underwriting Training Council Fellowship), and America’s Health Insurance Plans (Long-Term Care Professional). Thomas uses his education to support his passion for the community he lives and works in. Thomas adds, “We believe that we have an obligation to our current and future customers to always be learning. As we see changes in technology, the economy and the way customers want to do business, we know it’s our responsibility to make sure there plan keeps up with it. It is about holding more than just a state required insurance or securities license. It is about really understanding the products and services. And really understanding what our customers want and need.” When asked what is next on his path Thomas replies, “I have signed up to start the Chartered Financial Consultant- ChFC designation with the American College. State Farm supports me in continuing my learning path and I support my amazing team in their learning path. We expect it to be a lifelong pursuit!”