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  • Development
  • Continuing Education
  • Leadership in Life Institute
  • LUTCF and FSS
  • Securities Training

LUTCF and FSS


NAIFA’s Life Underwriter Training Council Fellow (LUTCF®) Designation Program – often considered the first designation any insurance professional should earn – has delivered value to more than 70,000 professionals since 1984. When you earn the LUTCF® designation, you receive so much more than a recognized designation. You gain fundamental, yet critical prospecting, selling, and practice management skills, along with a thorough working knowledge of life and multi-line products and services.

Class Schedule

For a full schedule of online classes and other information, visit www.cffpinfo.com/lutcf-life-underwriter-training-council-fellow/

Curriculum Highlights
The curriculum combines classroom learning and field training to equip agents and financial advisors with the knowledge and skills to put them on the path to career success.  The content integrates four practice specialties, life insurance and annuities, health and employee benefits, multiline, and financial advising and investments providing both an overview of each but also addressing their interdependencies—critical for agents and advisors to understand when advising clients. Topics cover the real life issues of today, from multi generational homes, to single parent households and same sex marriages.

The curriculum consists of three, nine-week courses, consisting of eight weeks of instruction followed by a week of study and review for the exam, making it feasible for students to complete the LUTCF® program in one year or less.

  • Part One: Introduction to Practice Management and Life Insurance includes developing a business plan, ethics, financial planning and risk management, introduction to life insurance products, and life insurance prospecting and selling skills.
  • Part Two: Insurance and Investment Products focuses on life insurance and annuities, mutual funds, disability income, long-term care, health and group insurance, and property and casualty insurance.
  • Part Three: Risk Management Applications addresses retirement and estate planning, special family situations, and presenting basic plans to individuals and business owners.

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For more information please visit: www.naifa.org/professional-development/pdp/lutcf

NAIFA-Florida | P.O. Box 14365 | Tallahassee, Florida 32317 | Phone: (850) 422-1701 | Email: admin@naifa-florida.org

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