Become a specialist in “Pensionizing” your clients’ assets for retirement.

CRS (Certified Retirement Specialist) gives financial planners the tools to educate their clients and prospects on the benefits of insured retirement. The four qualifing courses are introductory in nature. The four designation courses will focus on in depth studies during the investment life cycles for retirement purposes. We will be focused on taxation, sales strategies, prospecting, and client seminars where the emphasis will be on building your book of business.