Panos John Lampros, CLU®, ChFC®, CASL®

Financial Advisor

Professional

In 2003, I earned the professional designation of Chartered Life Underwriter (CLU®). In 2005, I earned the professional designation of Chartered Financial Consultant (ChFC®) from The American College in Bryn Mawr, PA.  In 2007, I earned the professional designation of Chartered Advisor in Senior Living (CASL®) with the American College.

CLU®

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. 

ChFC®

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.

CASL®

The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL® designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

Associations and Memberships

Holy Trinity Greek Orthodox Church Stewardship Committee and Building Fund Committee. 

I am also a member of the National Association of of Insurance and Financial Advisors - Northwest Oregon (NAIFA-NW OREGON) and the Million Dollar Round Table (MDRT).

Years of Experience

Representing Northwestern Mutual since 1992.

Education

Degree Major Institution
Bachelor of Arts Political Science University of Oregon, 1988
Bachelor of Arts English University of Oregon, 1988

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2006-2008

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Quality Award 1995, 2002, 2007, 2009

Award recognizing persistency and performance

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck