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This graduate-level certification is the only one of its kind to be nationally recognized. It requires mastery of contract structure, tax ramifications, strategies, income structuring, equity-indexed products and principals of asset allocation.
More than 135 hours of educational programs must be completed to receive the prestigious designation.
The Certified Annuity Specialist (CAS®) designation demonstrates the advisor’s extensive knowledge and commitment to helping individuals work towards their retirement goals with annuities as a suitable option.
About the Institute of Business & Finance – Founded in 1988, IBF is a non-profit provider of financial education and designation to members of the financial services industry. It is one of the oldest providers of financial certification marks in the United States.
Hawley MacLean is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. (Supervisory office: 101 Metro Drive, Suite 550 San Jose, CA 95110 (408) 286-4010).
MacLean Financial Group, Inc. is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.