What is CASL?
What is a CASL?
A Chartered Advisor for Senior Living™ (CASL™) is a financial services professional who is uniquely qualified to work with mature clients and planning for retirement. The CASL designation is granted by The American College to individuals who successfully complete a challenging five-course curriculum and meet additional experience and ethics requirements.
What can a CASL do for you:
A CASL can provide guidance and assistance on a broad range of financial and senior lifestyle topics including:
- Saving for retirement
- Structuring distributions from pensions, 401(k)s, 403(b)s IRAs and Social Security
- Planning for health and long term care needs
- Developing effective estate planning strategies
- Managing life course transitions
Why select a CASL:
Americans are living longer than ever before. A CASL has specific knowledge and experience to enhance the quality of your later years by assisting you with important investment, health insurance, retirement and estate planning decisions.
A CASL:
- Pledges to place your interests above all else when helping to establish financial and retirement goals and implement a financial program
- Pledges to follow the latest industry developments and legislative challenges to help you chart a steady course of financial security and retirement planning
- Pledges to adhere to a strict code of ethics
- Is committed to providing you with superior service
- Has successfully competed a comprehensive curriculum of college-level courses from The American College
- Has a minimum of three years qualifying professional experience
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