Thomas
G. Allen, CLU, ChFC, CSSC
EDUCATIONAL/PROFESSIONAL
DESIGNATIONS
B.
S. Economics, University of Tampa, 1968.
Chartered
Life Underwriter designation awarded 1980.
Chartered
Financial Consultant designation awarded 1985.
Past
President of Central SC Chapter of Financial Service Professionals.
Member,
Columbia Estate planning Council.
Member,
National Structured Settlement Trade Association.
Instructor,
Continuing Legal Education Seminars, Court Settlement Annuities
section.
Instructor,
Court Settlement Annuity Seminars for State Farm Insurance
Company.
Certified
Structured Settlement Consultant designation awarded 1994.
Founding
member, Society of Settlement Planners, a plaintiff oriented
structured settlement organization.
WORK
EXPERIENCE
May
1999 to present: Settlement Consultant, Summit Settlement
Services, Columbia, SC.
April 1986 to May 1999 Vice President, Structured Financial
Associates, Columbia, SC.
March
1982 to Apr. 1989: Vice President, Boyle-Vaughan Associates,
Inc., Columbia, SC.
July
1974 to Feb. 1982: Manager, Life Division, Aetna Life Insurance
Company, Columbia, SC
Oct.
1971 to July, 1974: Manager, Group Claim Department, Aetna
Life & Casualty, Columbia, SC.
Jan.
1970 to Oct. 1971: Asst. Manager, Aetna Life & Casualty,
Newark, NJ.
Apr.
1968 to Jan. 1970: Claim Representative, Aetna Life &
Casualty,
Tampa, FL.
To
qualify for CLU and ChFC designations, an individual must
successfully complete a comprehensive course of study and
demonstrate competence by passing a series of college level
examinations in the areas of life and health insurance, pensions,
law, trusts, financing, economics, and business, financial,
and estate planning administered by The American College,
a fully credited institution. Rigid ethical, experience, and
continuing education requirements must also be met.
To
qualify for a CSSC designation, an individual must attend
the University of Notre Dame for classroom study, and successfully
complete a comprehensive examination in the areas of Casualty
Claim Practices, Special Needs and Reversionary Trusts, Business
Ethics, Negotiation, Fixed Income Analysis, Macroeconomic
Issues, and The Legal Process.
1201
Main Street, Suite 1980
Columbia, SC 29201
Voice: 803.748.1286
Fax: 803.748.1287
Email:
tgallen@sc.rr.com
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