Professional
Tom Weilert has been in the financial services industry since 1980.
Education
- University of Texas (Austin): Bachelor of Science degree in Social Sciences
- University of Texas Health Science Center (Southwestern Medical School): Bachelor of Science in Physical Therapy
Designations
CLU®
Chartered Life Underwriter
Tom Weilert received his CLU from The American College.
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®
Chartered Financial Consultant
Tom Weilert received his ChFC from The American College.
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.
Awards and Recognition
- Million Dollar Round Table Provisional Member: 1982
- Million Dollar Round Table Qualifying Member: 1983-2009
- Million Dollar Round Table Qualifying/Life Member: 1988-2002
- National Sales Achievement Award: 1982-2001, 2003, 2005-2007
- National Quality Award: 1985-2007
Professional Involvement
- President Elect of Northwestern Mutual's Financial Representative Association
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