The ChFC program prepares financial professionals to meet the advanced financial planning needs of individuals, professionals and small business owners. Designees gain a sustainable advantage in their competitive field with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.
The CASL® courses deliver practical education that helps students provide lifelong benefits to their clients. With five in-depth courses, CASL® is the most robust designation available in this specialized field. Completing the program prepares the advisor to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. This is the retirement designation that meets all regulatory standards.
“We are proud of Scott’s achievement and his dedication to meeting the financial needs of clients,” commented Robert Turner, President & CEO of CFS.
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 the 6, 63, and 65 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 prestigious Million Dollar Round Table (MDRT). More information about Sorrell’s professional career can be found on his website, http://www.scottsorrell.net.
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Capitol Financial Solutions has a team of over 80 experienced professionals who are licensed and trained to help their clients achieve their financial goals. The firm’s reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals and advisors. For more information, please visit http://www.capfs.com.