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Casco earns Chartered Life Underwriter Designation

By Staff | Jun 24, 2010


LAHAINA — Janis Casco, CEO of Casco Wealth Management LLC, recently earned the Chartered Life Underwriter (CLU) professional designation from The American College of Bryn Mawr, Pennsylvania.

Candidates for the CLU designation must complete a minimum of eight courses and 16 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements. 

More than 98,000 individuals have been awarded the CLU designation since the college was founded in 1927.

The designation reflects insurance expertise. The college’s founder, University of Pennsylvania Wharton School professor Solomon S. Huebner, Ph.D., created the CLU program to meet the career education needs of men and women in life insurance and related financial services. 

This prestigious course of study provides professionals with in-depth knowledge on the insurance needs of individuals, families and business owners. 

Once the program is completed, a CLU can provide expert advice on a broad range of financial topics, including life and health insurance, pension planning, insurance law, income taxation, investments, financial and estate planning and group benefits.

Casco is also a Certified Financial Planner professional with more than 35 years of experience in the financial services industry. 

Dedicated to her community, Casco has held a number of board positions for various Maui non-profits and county commissions since her arrival on Maui in 1979. 

She created and generously funded a charitable trust that will provide scholarships for students attending Maui Preparatory Academy in Napili.