Who We Are
Andrew C. Lord, BA, LUTCF, CLU, ChFC
BA – (1984) Bachelor of Arts
University of New Hampshire with an emphasis in Economics at the prestigious Whittemore School of Business and Economics.
LUTCF – (1986) Life Underwriter Training Council Fellow
A professional services trade group designation awarded after completion and teaching a curriculum including estate planning, financial
planning and business related financial planning.
CLU – (1988) Chartered Life Underwriter
Designation achieved after completion of advanced courses in the estate planning field offered by The American College.
ChFC – (1992) Chartered Financial Consultant
Designation achieved after completion of courses dedicated to sophisticated tax and financial planning subjects through The American College.
A Few Industry Accolades We Are Proud Of
Perennial winner of our trade organization’s National Quality Award for persistence and quality of business. We believe this recognition is earned because we take the time to listen to our clients' concerns and help them formulate goals and objectives.
Andy served as President of the state’s largest chapter of his industry’s professional association. This culminated five years of service to the local chapter as well as time served as a board member at the state level.