Kate Thome, Financial Advisor with Synergy Advisory Group, 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. 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.
Kate has enjoyed serving her clients with holistic financial strategies for more than 24 years. She helps her clients with planning for retirement, college education goals, and overall financial strategies for individuals and families. In addition, Kate provides her clients with life and disability insurance, long term care insurance, investments and retirement planning. She also works with companies to provide their employees with retirement savings options through their employer sponsored plan.
Kate is currently serving her community as the President for the Board of Directors of Christine Ann Domestic Abuse Services, which serves Winnebago and Green Lake counties to end the cycle of domestic abuse and dating violence.
The American College is the nation’s largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 87 years. The American College’s faculty represents some of the financial services industry’s foremost thought leaders. For more information, visit TheAmericanCollege.edu.
Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392. Kate Thome, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Synergy Advisory Group is not an affiliate of any company of the Principal Financial Group®. t17011000s7