Congratulations to the NAIFA members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window.
Julianne Hertel, LACP, (loyal member since 2009), financial advisor and founder at Dream Big Wealth Strategies, LLC, in Worcester, MA
Robert Edgin, LACP, (loyal member since 2004), insurance agent and registered representative at American National in Colorado Springs, CO
Matthew Georgopulos, LACP, (loyal member since 2022), insurance agent at Muir Insurance Group in Lake Zurich, IL
LACP applicants must meet the certification’s professional experience and education requirements and agree to abide by NAIFA’s Code of Ethics, which requires them to serve their clients’ best interests. Applicants must then pass a three-hour proctored exam to demonstrate their professional knowledge in three areas: Insurance and annuity products; the consultative sales process; and ethical, legal, and regulatory requirements for insurance and annuity sales.
The LACP certification is accredited by the National Commission for Certifying Agencies (NCCA) and complies with the NCCA’s rigid Standards for the Accreditation of Certification Programs. The LACP certification is officially listed in the Financial Industry Regulatory Authority (FINRA) professional designations database, one of only eleven accredited certifications and designations of the hundreds listed with FINRA.
Insurance and financial professionals can apply now to take the LACP exam during the October 2022 testing window.