Our Qualifications

Bryon A. Holz, CLU, ChFC, LUTCF, CASL

• Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL), American College, Bryn Mawr, PA, PACE continuing education subscriber
• Life Underwriter Training Council Fellow (LUTCF)
• Securities Registration, continuing education required
• Life, Health & Variable License (2-15), State of Florida, continuing education required
• Qualifying Life Member, Million Dollar Round Table
• Various company and industry honors including charter membership in company's Future Leaders Conference, numerous National Quality and Sales Achievement Awards, etc.
• Graduate, Professional Management Institute in Insurance Marketing Management, Purdue University, West Lafayette, IN
• Graduate and Presidential Scholar, Bachelor of Science in Business Administration, University of Tampa, FL
• Member of the Financial Services Institute, supporting, preserving and advancing the value of the Independent Financial Advisor
• Former President, National Association of Insurance & Financial Advisors (NAIFA)-Tampa
• Recipient, 2006 Dick Cimino Distinguished Service Award (formerly Life Underwriter of the Year), NAIFA-Tampa
• Officer, NAIFA-Florida
• Graduate, Leadership In Life Institute (LILI), NAIFA
• Graduate, Leadership Brandon Class of 1997, Greater Brandon Chamber of Commerce