We are always working hard to be the very best resource for our clients' needs. Many times, the right advice at the right time can mean the difference of thousands of dollars. We're proud to announce that James has completed the first chapter of his coursework towards the Certified Insurance Counselor (CIC) professional designation.
The CIC designation focuses on a deep and thorough knowledge of the policy documents and legal language that make up the foundation of the insurance industry. James is on track to complete the coursework for this designation in December of 2016.
James already holds the Financial Services Certified Professional (FSCP) professional designation, which helps him better advise his clients on the topics of life insurance, financial planning and estate planning.