Financial Professionals with The Hartford Advance Their Accredited Estate Planning Knowledge

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Ten employees of The Hartford Financial Services Group recently completed education toward the Accredited Estate Planner (AEP) designation through The American College, the nation's premier financial services educator. The Hartford is one of the largest insurance and investment companies based in the United States, with offices around the world.

Ten employees of The Hartford Financial Services Group recently completed education toward the Accredited Estate Planner (AEP) designation through The American College, the nation's premier financial services educator. The Hartford is one of the largest insurance and investment companies based in the United States, with offices around the world.

The AEP designation is awarded by the National Association of Estate Planners and Councils (NAEPC) after candidates meet strict education, experience, professional discipline and credential requirements. The education for the designation is available exclusively through The American College.

Hartford Financial Services Group professionals completing educational courses at The American College leading to the AEP designation include:

  • William Anderson, Alpharetta, GA
  • Richard Blaser, Simsbury, CT
  • Robert Charron, Hendersonville, TN
  • Roy Cranman, Atlanta, GA
  • Jonathan Dannemiller, Cincinnati, OH
  • John Holten, Plymouth, MN
  • James Kerin, Newport Beach, CA
  • David Linehan, Enfield, CT
  • Randall Reeves, Lubbock, TX
  • Korey Rogers, Keller, TX

"The American College is thrilled to partner with The Hartford and NAEPC to provide students with a comprehensive understanding of advanced estate planning," said Constance Fontaine, JD, LLM, ChFC®, CLU®, Larry R. Pike Chair in Insurance and Investments and Associate Professor of Taxation at The American College. "Working with professionals from such a respected institution as The Hartford is a testament to the organization's dedication to continued learning."

"The training I received from the American College professors was technical, comprehensive, and functional. I can apply it to much of my everyday work. Thank you to The Hartford and The American College for such a great learning experience," stated Jonathan Dannemiller, CLU®, ChFC®, Senior Account Executive and Advanced Planning Consultant at Hartford Life.

"I was very impressed by the wealth of information in the program," said Robert L. Charron, CFP®, District Manager of The Hartford. "It has helped me with several cases already. I underestimated the esteem that other estate planning professionals, attorneys, trust officers, etc., have for the AEP designation. I feel that it will help advance my career with The Hartford and I am looking forward to doing more estate planning cases in the future."

Celebrating nearly 200 years, The Hartford (NYSE: HIG) is an insurance-based financial services company that serves households, businesses and employees by helping to protect their assets and income from risks, and by managing wealth and retirement needs. A Fortune 500 company, The Hartford is recognized widely for its service expertise and as one of the world's most ethical companies. More information on the company and its financial performance is available at http://www.thehartford.com.

The American College is dedicated to leadership in innovative training and development that helps financial services companies and their employees succeed. As a non-profit educational institution holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 82 years. The American College's faculty represents some of the financial services industry's foremost thought leaders. For more information, visit TheAmericanCollege.edu.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial PlannerTM, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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ELIZABETH LAVIN
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