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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:

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.

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

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.

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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