My name is Eric, and I hold the Chartered Life Underwriter (CLU) designation from The American College of Financial Services, together with an active Texas Life and Health insurance license. For about twenty years I have worked in life insurance and annuity distribution, in roles at insurance carriers and producer groups, and today I serve as a senior business development executive at a wealth planning firm. That background means I do not simply know the exam material in the abstract; I have...
My name is Eric, and I hold the Chartered Life Underwriter (CLU) designation from The American College of Financial Services, together with an active Texas Life and Health insurance license. For about twenty years I have worked in life insurance and annuity distribution, in roles at insurance carriers and producer groups, and today I serve as a senior business development executive at a wealth planning firm. That background means I do not simply know the exam material in the abstract; I have applied these concepts in real policies and real client situations throughout my career.
For the past five years I have tutored adults one on one for their Life and Health licensing exams, much of it on a volunteer basis while helping new agents and career changers get started, and I currently coach licensing students through an online tutoring platform as well. My students come from several states, and I teach directly from each state's official exam content outline so we focus on exactly what will be tested. Rather than rote memorization, I first diagnose where a student is actually losing points, then teach concepts through real policy situations from my career, using classification frameworks and active questioning so the material sticks. We also practice under exam-like conditions to build timing and confidence.
I am also a published author and writing coach, which has sharpened my ability to translate complex, jargon-heavy material into plain language that busy adults can grasp quickly. To date, every student I have prepared one on one has gone on to pass their licensing exam. Whether you are a brand-new agent, a career changer, or someone who has struggled with a previous attempt, I will meet you where you are and build a focused plan to get you licensed. Reach out and let's map the clearest path to passing your Life and Health exam.
