Jeff T Longmore, CLU®, ChFC®, CASL®

Financial Representative


I have my:

 CLU designation: 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.

ChFC designation: The Chartered Financial Consultant® (ChFC®) credential was introduced in 1982 as an alternative to the CFP® mark. A professional designation representing completion of a comprehensive course consisting of financial education, examinations and practical experience. Chartered Financial Consultant designations are granted by The American College upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

CASL designation: Chartered Advisor for Senior Living (CASL) A professional designation for financial advisors who have demonstrated a commitment to helping clients who are middle aged and older to achieve and preserve financial security through wealth management, wealth preservation and wealth transfer planning.


Degree Major Institution
Bachelor of Business Administration Small Business Management Southern Utah University

Awards and Recognition


National Quality Award 2008-2009

Award recognizing persistency and performance


National Sales Achievement Award 2008

Award recognizing performance


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