Scott D. Sorrell, CLU, CLTC
Scott, who is a financial professional with the Capitol Financial Solutions, a local financial services firm, successfully completed extensive study to earn the respected designation. This prestigious course of study provides professionals with in-depth knowledge on the insurance needs of individuals, business owners, and professional clients.
Once the program is completed, a CLU® can provide advice on a broad range of life insurance topics. 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.
CLU® coursework includes:
• Planning for Business Owners and Professionals
• Individual Life Insurance
• Fundamentals of Insurance Planning
• Life Insurance Law
• Fundamentals of Estate Planning
• Income Taxation
• Financial Planning: Process and Environment
• Planning for Retirement Needs
“We are proud of Scott’s achievement and his dedication to meeting the financial needs of clients,” commented Robert C. Turner, President & CEO of Capitol Financial Solutions, which is located in Raleigh, NC and Richmond, VA.
With over five years of experience in investments and financial services, Scott is a graduate of the University of North Carolina at Chapel Hill, is certified in Long Term Care and holds his life/health as well as multiple securities licenses. Scott is a member of the National Association of Insurance and Financial Advisors (NAIFA) a leading industry organization as well as a member of the John Hancock Financial Network’s prestigious Million Dollar Round Table. More information about Sorrell’s professional career can be found on his website, www.scottsorrell.net.
