Jay D Courtney, CLU®, RICP®
Wealth Management Advisor


Courtney Financial

  • Office 972-518-3021
  • Mobile 972-824-5111

Professional

Certifications and Designations

CLU®
Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

RICP®
Retirement Income Certified Professional

The Retirement Income Certified Professional (RICP®) is the first must-have designation in 30 years. Individuals who earn their RICP® are prepared to create effective retirement income plans by identifying client needs and objectives, with the ability to think through all the complexties of making client resources last throughout retirement. A financial representative with this designation has enhanced retirement income planning knowledge and is dedicated to helping clients maintain their desired lifestyle over the course of retirement.

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2001-2009

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2010-2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

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