Mark E Hardy, CLU®, ChFC®, CASL®

Wealth Management Advisor

Professional

Mark Hardy CLU®, ChFC®, CASL®

Wealth Management Advisor

Mark Hardy has been with the Northwestern Mutual for 28 years.  After his graduation from Northwood University and becoming a Wealth Management Advisor, Mark earned the professional designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor in Senior Living (CASL®).  Mark is a past president and board member of the Northeastern Michigan Estate Planning Council and a former board member of the Saginaw Chapter of the National Association of Insurance and Financial Advisors.  Mark’s practice specializes in business succession planning, estate planning, retirement planning, life insurance planning, and investments strategies.

 

Chartered Life Underwriter®

The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

 

Chartered Financial Consultant®

The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning, small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.

 

Chartered Advisor for Senior Living®

Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. The CASL® designation is Northwestern Mutual’s only approved ‘senior’ designation.

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck