Our Qualifications

Nancy J. McMillan, CLU, ChFC B.S.B.A. Finance and Insurance, University of Arkansas 1974 National Association of Insurance and Financial Advisors Member since 1975 Society of Financial Service Professionals Member since 1982 Chartered Life Underwriter (CLU) 1982 A professional designation granted by The American College to individuals who complete a comprehensive curriculum focused primarily on risk management. Prerequisites include passing a series of written examinations, meeting specified experience requirements, and maintaining ethical standards. The curriculum encompasses insurance and financial planning, income taxation, individual life insurance, life insurance law, estate and succession planning, and planning for business owners and professionals. Chartered Financial Consultant (ChFC) 1984 A professional financial planning designation granted by The American College (Bryn Mawr, PA) to individuals who complete a comprehensive curriculum in financial planning. Prerequisites include passing a series of written examinations, meeting specified experience requirements and maintaining ethical standards. The curriculum encompasses wealth accumulation, risk management, income taxation, planning for retirement needs, investments, estate and succession planning. Western Arkansas Estate Planning Council Member since 1990