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Why you need a Chartered Advisor for Senior Living

A CASL®, or Chartered Advisor for Senior Living®, is a financial services expert who has dedicated him or herself to helping their clients prepare for retirement. Having completed an advanced five-course academic curriculum and met the experience and ethics requirements as set forth by The American College, a CASL® is:

Knowledgeable
Earning the CASL® designation requires professionals to complete 300-400 hours of intensive study and pass a series of five rigorous examinations. CASLs are also required to meet continuing education requirements throughout their careers.

Experienced
Before receiving the CASL® designation, advisors are required to have worked with senior clients for a minimum of three years.

Ethical
The American College is committed to promoting and maintaining the highest of ethical standards. All CASL® designees are required to adhere to The College’s Code of Ethics.

What can a CASL® do for you?
Your CASL® advisor can provide guidance and assistance on a broad range of financial and lifestyle topics including:

  • Saving for retirement
  • Structuring distributions from pensions, 401(k)s, 403(b)s, IRAs and Social Security
  • Planning for health and long-term care needs
  • Developing effective estate planning strategies

Recognized as the top designation in the industry and the most comprehensive education curriculum of its kind, the CASL® credential meets all regulatory standards in all 50 states.

Why select a CASL®?
Americans are living longer than ever before. A CASL® is educated to lead clients from middle age through retirement and assist  them with the management, preservation and transfer of wealth.

A CASL®…
Pledges to establish financial and retirement goals that are most beneficial to you

  • Pledges to follow the latest industry developments and legislative challenges to help you have a steady course toward achieving financial security
  • Has a minimum of three years of qualifying professional experience
  • Is one of a select group within the financial services field to earn this respected credential in retirement planning

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