Professional
Before Louis Cannataro can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him. Professional Designations Louis Cannataro has earned the Chartered Life Underwriter (CLU® ), Chartered Financial Consultant (ChFC® ) and Chartered Advisor for Senior Living (CASL® ) designations from The American College.
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The Chartered Financial Consultant (ChFC® ) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on providing you with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. In earning the CASL® designation, you gain a thorough understanding of health and health care insurance-related issues, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions. The Chartered Life Underwriter (CLU® ) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism. The Certified in Long-Term Care (CLTC®) designation is the long-term care insurance industry's only independent professional designation. Created in 1999, the program is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to create a plan that preserves the emotional, physical, and financial wellbeing of a client's family should care be necessary. Once established, options to fund that plan--including Medicare, Medicaid, the Veterans Administration, self-funding and long-term care insurance--are reviewed and recommended where appropriate. |
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Education
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Degree Name |
Major Name |
School |
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M.B.A. |
Finance |
Manhattan College |
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M.B.A. |
Marketing |
Manhattan College |
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B.S. |
Business |
College of Mt. St. Vincent |
Awards and Recognition  Louis Cannataro is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
- Million Dollar Round Table Qualifying Member: 1995-2002,2006-2009
Qualifying/Life Member: 2003-2004,2010
Louis has also received the following awards:
- National Quality Award, recognizing persistency and performance: 1994, 1996-2002
- National Sales Achievement Award, recognizing performance: 1995-2010
- Most Valuable Producers (MVP), recognizing the most productive Northwestern Mutual representatives for investment business: 2006-2009
Louis is also a member of the Northwestern Mutual Forum, recognizing the highest level of productivity and excellence: 1998-1999, 2002, 2004-2010
Associations and Memberships
Louis Cannataro is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association. Louis is also a member of the Society of Financial Service Professionals and the National Association of Estate Planning and Council.
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