Professional

Designations

Russell has earned the professional designations of Retirement Income Certified Professional (RICP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Chartered Advisor for Senior Living  (CASL®)

RICP®  A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run.

CLU®    The Chartered Life Underwriter designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

ChFC®    The Chartered Financial Consultant designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

CASL®  The Chartered Advisor For Senior Living  designation is the most robust designation available in the specialized field of middle age through retirement. The CASL® program is education focused on assisting clients with management, preservation and transfer of wealth. This is the retirement designation that meets all regulatory standards.   

 

Awards

Million Dollar Round Table (MDRT, 2009-2016)

Since 2009, Russell has been a member of the Million Dollar Round Table (MDRT) the Premier Association of Financial Professionals, The Million Dollar Round Table is an international, independent association of more than 35,000 members, or less than 1 %, of the world's most successful life insurance and financial services professionals from 476 companies in 76 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. 

Russell Stehling has won the National Sales Achievement Award (NSAA) in 2007 and 2010.  He received the National Quality Award (NQA) from 2006 through 2010.  In 2011 and 2012, Russell was awarded with the NAIFA Quality award.  

The National Quality Award (NQA) recognizes NAIFA members for competence and dedication as indicated by their persistency records. Those who qualify for the NQA understand their clients' needs. The policies they sell remain in force for when their clients need them most.

Russell G Stehling, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

 

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