Our Qualifications

 

"The Person who Graduates Today and Stops Learning Tomorrow is Uneducated the Day after." Newton Baker


DAN R. STRAIN, CEO

Dan holds the following professional designations:

Financial Advisors Due Diligence Certification (FADD), 2010
Chartered Financial Consultant (ChFC), 2008
Chartered Life Underwriter (CLU), 1984
Registered Health Underwriter (RHU), 1979
Life Underwriters Training Council Fellow (LUTCF), 1985
Doctor of Philosophy in Business Administration (PHD), 2002
Certified Income Specialist (CIS), 2003
Certified Fund Specialist
Certified Annuity Specialist
Board Certified in Mutual Funds and Annuities
Master of Science in Financial Services (2005)
Counselor License in Georgia



H.A. (SCOTTY) SCOTT, CFO

Licensed in insurance since 1976 he carries all required license and registrations. Scotty holds the following professional designations:

Life Underwriters Training Council Fellow (LUTCF),1991
Registered Financial Consultant (RFC),2000
Master of Arts in Business Management (MBA),2001
Certified Senior Consultant (CSC), 2003
Insurance Ethics (2004)
Senior Insurance Ethics (2004)
Co-Author of "Survivors Instructions"(2004)
Medicare and Medicaid Studies (2005)
Long Term Insurance Ethics (2007)
Studying for Series 26 Registered Principal License (2008)