Anne Kaley Franklin-Peiper, ChFC®, CLU®, CASL®

Wealth Management Advisor

Professional

Designations

What do Anne's professional designations mean?

Chartered Financial Consultant (ChFC®)

Your Chartered Financial Consultant® designee has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken eight or more college-level courses on all aspects of financial planning from The American College, a non-profit educator with the highest level of academic accreditation. The average study time for the program is over 400 hours, and advisors frequently spend years earning this coveted distinction. Each ChFC® must also complete a minimum of 30 hours of continuing education every two years and must meet extensive experience requirements to ensure that you get the professional financial advice you need. In comparison, a CFP® takes one exam.

Chartered Life Underwriter (CLU®)

A professional designation for individuals who wish to specialize in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the designation.

Chartered Advisor for Senior Living (CASL®)

The Chartered Advisor for Senior Living (CASL®) designation is the leading credential for professionals interested in helping retirees and those facing retirement meet their financial needs in saving for retirement, developing effective estate planning strategies, structuring distributions from retirement plans, planning for health and long-term care needs, and managing life course transitions.  The CASL® designation is granted by The American College to individuals who successfully complete a challenging five-course curriculum and meet additional experience and ethics requirements.

Awards and Recognition

Recipient of the National Quality Award and the National Sales Achievement Award from NAIFA-National Association of Insurance and Financial Advisors

Placed in the top 10 for Annuities at Nortwestern Mutual during the 2006-2007 Awards Year

Top Company Honors

  • New Clients - Top 100 - 2006
  • Achievement Award 2006-2007, 2012
  • Sales Leaders Lunch 2004-2009, 2011-2012
  • Star Club: Emerald 2005, 2009, 2011-2012
  • New Financial Representative Awards: Platinum-Top 50 2007, Gold-Top 50 2006, Silver-Top 50 2005, Bronze-Top 50 2004
  • Pacemaker 2006-2007, 2010
  • Lives Leaders Summit 2011

Industry Honors

  • Million Dollar Round Table Qualifying Member 2006
  • National Sales Achievement Award 2006
  • NAIFA Quality Award 2012-2013

Associations and Memberships

  • Member of the National Association of Insurance and Financial Advisors (NAIFA)
  • Florida Association of Insurance and Financial Advisors (FAIFA)
  • Financial Representatives Association (FRA)
  • Professional Growth Association board (PGA)
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck