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Brookville, PA resident Kellie Carberry Earns Life Underwriting Training Council Fellow (LUTCF) Designation

By April 3, 2023No Comments

Kellie Carberry, LUTCF of Hoak Insurance Services has earned the Life Underwriter Training Council Fellow (LUTCF) professional insurance designation.  Only individuals who meet or exceed rigorous qualification standards determined by The American College and The National Association of Insurance Advisors (NAIFA) earn the right of these letters to their name.

To achieve the designation, agent Kellie Carberry had to have long-term commitment to professionalism on behalf of clients, establish competence and business experience and foster additional professional development.  The curriculum completed by Carberry was five courses in addition to the code of ethics course and good standing with NAIFA.

Recipients of this designation are honored and respected by the insurance industry of agents and financial advisors worldwide.  

Carberry chose to work towards earning this designation because not only is she dedicated to the insurance industry as a seasoned life and health agent, she also is dedicated to her customers. Carberry felt that to provide the best possible advice on life, health and annuities, she wanted to be able to show her customers that she has earned what it takes to advise them to the best of her ability to help make their decision process a smooth and simple experience.  

Owner of the Agency, Gene Hoak, when asked about Carberry’s accomplishment had a few words:  “In the agency Kellie is one of three people with their LUTCF which includes myself and Debbie Stewart.  Kellie has been with our agency for just under three years.  She has helped countless individuals and businesses with a number of products from annuities, to group plans and payroll deduct plans to individual term and whole life.  Customers are drawn to Kellie because she is not only friendly and likable, she is knowledgeable.  My colleagues at Erie Insurance have noticed Kellie’s efforts and have made visits from Erie’s home office to personally thank her for her tremendous accomplishments in life insurance.  We are very proud of the name Carberry has made for herself and want to congratulate her on her success.”

Steve and Katie (Hoak) Peterson, Agency Sales & Operations Managers, “We love having Kellie in the office. She works extremely hard every single day no matter the task.  When Kellie let us know she was going to try for this designation, we knew she would succeed.  She works hard and deserves to be recognized.”

Kellie Carberry LUTCF of Hoak Insurance Services is dually licensed in property and casualty and life health allowing her to offer a wide array of products and service for her clients.   To talk to Kellie about insurance, you can visit her at 213 Main Street Brookville, PA, email her at kelliecarberry@hoakinsurance.net or call 814-849-HOAK (4625).

Other branches of Hoak insurance are located in Brookville, Reynoldsville and Louisville, KY.  To learn more about Hoak Insurance Services or request info, visit www.hoakinsurance.net.