Six Common Designations Used By Advisors And Agents

Choosing a member of your financial team is a task that you should never undertake lightly. After all, you will be sharing an intimate part of your life with someone you typically haven't known for long and probably don't know very well. Trustworthiness is an essential virtue for anyone you select as part of your [...]

By |2020-08-31T16:58:33+00:00August 26th, 2020|Retirement Planning|

Ashok S. Ramji Earns Chartered Life Underwriter Designation CLU®

Ashok S. Ramji Earns Chartered Life Underwriter® Designation CLU® Bellevue, WA – February 2, 2019 – Ashok S. Ramji, Financial Consultant, TOP Planning LLC has earned the Chartered Life Underwriter® (CLU®) professional designation from The American College of Financial Services, Bryn Mawr, PA. Candidates for the CLU® designation must complete a minimum of eight courses [...]

By |2020-04-12T23:30:25+00:00February 4th, 2019|Insurance|