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30 CE Package for Chartered Life Underwriter (CLU) (Incl. 1 Hr in Ethics)

All-in-one package to fast-track your compliance

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4800+

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Last Updated

May, 2025

Credit Summary

  • Business Ethics
  • Finance
  • Taxes
  • Insurance Planning
  • Life Insurance
  • Long-Term Care
  • Retirement Planning
  • Risk Management
  • Estate Planning
  • Financial Planning
Total Credits
CLU
30 Hours 
On Demand
Included with Subscription
Individual Purchase

Why Professionals Trust Our Compliance Package

  • Saving time and effort for busy professionals.
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Overview

Chartered Life Underwriters (CLU) have the following CE requirements:

  • 30 hours of CE every 2 years.
  • 1 hour of ethics.
  • 100% of CE can be completed through Self-Study courses.
  • Reporting Cycle - January 1 to December 31, biennially.
  • No carry-forward of credit allowed.

Why Choose MYCPE ONE's 30 CE Package for Chartered Life Underwriter (CLU):

  • Includes 1 hour of ethics.
  • Includes 100% of CE in self-study webinars.
  • All continuing education content is included in the MYCPE ONE Unlimited Access Subscription at no extra charge.

You can visit the CE requirement page or the American College of Financial Services Board website for detailed requirements.

Note: Our 30 CE package for Chartered Life Underwriters (CLU) is 100% compliant with the American College of Financial Services regulations, and we offer a 100% satisfaction guarantee. If you feel the package needs to be more compliant, please email our support team at (support@my-cpe.com) and let us know how it is, and we will happily refund your full payment.

Courses

Course Title
Eligible Credits
Subject Area
Learning Format
401(k) Insights: Tax Perks, Contributions, and Rules CLU (2.5) Retirement Planning On Demand (video)
Addressing Conflict of Interest in Financial and Retirement Planning CLU (1) Business Ethics On Demand (video)
Are Your Clients Financially Healthy? The National Debt Dilemma CLU (1) Finance On Demand (video)
Beneficiary Planning After Divorce CLU (1) Finance On Demand (video)
Child Tax Credit and Earned Income Credit CLU (2) Taxes On Demand (video)
Conquering the Division of Retirement Assets in Divorce CLU (1) Finance On Demand (video)
Deductions, Gains, & Losses – Oh My! Navigating Trust Tax Filing CLU (1) Taxes On Demand (video)
Demystifying Annuities: Navigating Myths, Avoiding Mistakes, and Rebuilding Trust CLU (1) Retirement Planning On Demand (video)
Estate Planning Essentials: Avoiding the Pitfalls of Intestate vs. Testate CLU (1) Finance On Demand (video)
Estate Planning for the Digital Age: Managing Digital Assets CLU (0.5) Estate Planning On Demand (video)
Form 1041 & Trust Income Tax Planning Essentials CLU (2) Estate Planning On Demand (video)
Form 706 and 709: Optimizing Estate and Gift Taxes CLU (2) Taxes On Demand (video)
Insurance Choices Post-Retirement CLU (1) Insurance Planning On Demand (video)
Life Insurance and Charitable Giving CLU (1) Insurance Planning On Demand (video)
Medicare Foundations: Building Blocks for a Healthy Retirement CLU (1) Retirement Planning On Demand (video)
Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation CLU (2) Taxes On Demand (video)
Risk Management in Financial Planning CLU (1.5) Risk Management On Demand (video)
Strategic Brilliance: Marketing and Positioning Annuities for Success CLU (1) Retirement Planning On Demand (video)
Trusts, Exempt Entities, and Rental Properties: Tax Strategies and Compliance CLU (2.5) Taxes On Demand (video)
Understanding Current Long Term Care, Life Insurance Trends, & Best Strategies To Pay For Long Term Care Costs! CLU (1) Long-Term Care On Demand (video)
Understanding The Basics of Life Insurance Today CLU (1) Life Insurance On Demand (video)
Unlocking Financial Wellness: Longevity Planning for a Prosperous Retirement CLU (1) Finance On Demand (video)
Use of Trusts in Estate and Gift Tax Planning CLU (1) Taxes On Demand (video)

Details

Reporting Period :

January 1 to December 31, biennially.

CE Requirement :

30 hours of CE every 2 years.

Ethics Requirements :

1 hour of ethics.

Carry Over Credit :

No carry-forward of credit allowed.

NOTES :

Information given by us on CE Requirements / Subject Requirements/ Ethics requirements is based on information sourced from reliable sources. However, these requirements keep on updating. For the latest and updated requirements of CE requirements, please visit the board website at CLICK HERE.

All Packages are included under the Individual Subscription

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Frequently Asked Questions

Yes, this Package meets the 30 CE requirement for a Chartered Life Underwriter (CLU).

The Compliance Package includes pre-selected courses required to fulfill your Continuing Education requirements in one convenient bundle - saving time and effort for busy professionals.

Yes, all courses are approved/verifiable for your specific qualifications by regulatory authority and are regularly updated to meet compliance standards.

Absolutely! You can easily monitor your course progress and certificate completion through our Credit Tracker tool.

Yes, all our packages and 13,000+ hours of content are under our subscription, allowing you to complete all required Continuing Education credits without extra charges.

You’ll have access to the Compliance Package courses and can revisit courses anytime until the subscription expires or if you have purchased Package separately, you can access it for 12 months from the date of purchase.

Certainly! Our dedicated customer support team is available to assist you via chat, email, phone, or Zoom on weekdays from 9 AM to 5 PM EST. You can contact us at 646-688-5128 or via email at support@my-cpe.com