Benjamin E Kehl, CFP®, CAP®, CASL®, ChFC®, CLU®
Wealth Management Advisor


Kehl Financial

  • Office 860-815-9064
  • Fax 860-815-9070

Professional

Benjamin Kehl has been part of the financial services industry since 1999. He earned a Bachelor of Science degree in Risk Management and Insurance from the University of Connecticut.

In order to better serve his clients, Ben has earned the following designations and certification:

 

CFP® (CERTIFIED FINANCIAL PLANNER™): The CFP® certification is one of the most recognized financial planning designation in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

CAP® (Chartered Advisor in Philanthropy): The advisor earning the CAP® designation has taken three graduate school courses in philanthropy including planning for impact in the context of family wealth, charitable strategies, and gift planning in a nonprofit context. The courses are offered through the Irwin Graduate School of The American College, a non-profit educator founded in 1927 and the highest level of academic accreditation. CAP® advisors must meet experience, ethics, and continuing education requirements to use the credential.

ChFC® (Chartered Financial Consultant): The ChFC® designation has been a mark of excellence for almost thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC® exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC® designees must meet experience requirements and adhere to continuing education and ethical standards. The credential is awarded by The American College, a non-profit educator founded in 1927 and the highest level of academic accreditation. 

CLU® (Chartered Life Underwriter): Since 1927, the CLU® designation has been the most respected risk management credential for advisors. Designees have completed eight or more college-level courses representing an average study time of 400 hours. Topics for required courses include insurance and financial planning, life insurance law, estate planning, and planning for business owners and professionals. Elective courses include such advanced topics as income taxes, group benefits, retirement planning, and health insurance. CLU® designees must meet experience and continuing education requirements and must adhere to a high ethical standard. The mark is awarded by The American College, a non-profit educator with the top level of academic accreditation.

CASL® (Chartered Advisor for Senior Living): The CASL® designation provides advisors with in-depth training on issues impacting seniors and those planning for retirement. The designation incorporates five required, college-level courses that represent an average total study time of more than 250 hours. Topics include investments, estate planning, health and long-term care financing, and financial decisions for retirement. CASL® designees must meet experience, continuing education and ethics requirements. The designation is awarded by The American College, a non-profit educator founded in 1927 and the top level of academic accreditation.

CLTC (Certified in Long Term Care): The CLTC designation is granted by the Corporation For Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance.

 

Licenses

Ben holds the FINRA Series 6, 7, 63, 66, and CT Life & Health insurance licenses.

Associations and Memberships

Estate and Business Planning Council of Hartford  http://www.ebpchartford.org

The Estate and Business Planning Council of Hartford is an association of professionals who specialize in estate and financial planning for individuals and businesses.  The Council is a member of the National Association of Estate Planners and Councils, www.naepc.org

 

Awards and Recognition

MDRT Benjamin Kehl 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.

  • National Quality Award
 

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