Our community of advisors are caring people with dedication and loyalty to our clients and their families. We believe you want to be spoken to in plain language, objectively, with honest advice, guidance and empathy. No one wants to be judged, nor sold. You will experience first-class service and get a written plan with a specific, easy step-by-step timeline to follow in your desired area of focus.

If you are looking for guidance with insurance such as life, longterm care, or disability we can assist you in making the right decision. We also focus on income planning broken into three phases. Retirement, education, and longterm care planning are three main areas of focus amongst our staff. We can also handle any of your estate preparation.

Our process will guide you through a series of steps to consider your options, the benefits and considerations of each alternative and our recommendations for your path forward. We are here to build our relationship so you can have the comfort & communication of knowing you're in the right hands.

Craig Lytle Earns Chartered Life Underwriter (CLU) Designation

Craig Lytle, President of Income & Estate Planning Partners, P.A. has earned the Chartered Life Underwriter (CLU) professional designation from The American College, Bryn Mawr, PA.

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. Over 102,000 individuals have been awarded the CLU designation since The College was founded in 1927.

The Chartered Life Underwriter is the highest standard of knowledge and trust and the world’s most respected designation of insurance expertise.

Posted by in "Site News" on 12/24/2014 at 03:42 PM.

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