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September 1, 2010

Lumpkin achieves CLU designation

Carol Sutton Lumpkin, a financial consultant with Synovus Securities Inc. located at Cohutta Banking Co., 1416 Dug Gap Road, has earned the Chartered Life Underwriter (CLU) professional designation from The American College in 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 experience and ethics requirements. More than 98,000 individuals have been awarded the CLU designation since The College was founded in 1927.

Lumpkin said the Chartered Life Underwriter is the world’s most respected designation of insurance expertise and once the program is completed, a CLU can provided 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.  

Lumpkin has held the Certified Financial Planner certification since 1982. Raised in Dalton, she formerly resided in the San Francisco Bay area, where she was a certified college instructor as well as active in financial planning associations. She is married to Dr. Murray Lumpkin. She can be reached at (706) 712-5515.

 

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