Allstate EFS Thomas Willcox Earns CFP Designation
December 5, 2011
GREENVILLE, SC – December 5, 2011 – Thomas Willcox, an exclusive financial specialist with Allstate Insurance Company, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial PlannerTM and CFP (with flame design)® in accordance with CFP Board certification and renewal requirements.
These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Willcox, an EFS with Allstate since Dec. 15, 2004, is among an elite group of Allstate insurance agents who provide their customers variable annuity, variable life and mutual fund products. He is appointed with the broker dealer Allstate Financial Services, LLC.
Willcox provides a range of fixed, variable, indexed and market value adjusted annuity products, in addition to providing variable life products through Lincoln Benefit Life, and investment products.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial PlannerTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 61,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
About the Allstate Corporation
The Allstate Corporation (NYSE: ALL) is the nation’s largest publicly held personal lines insurer known for its You’re In Good Hands With Allstate® slogan. Now celebrating its 80th anniversary as an insurer, Allstate is reinventing protection and retirement to help nearly 16 million households insure what they have today and better prepare for tomorrow. Consumers access Allstate insurance products (auto, home, life and retirement) and services through Allstate agencies, independent agencies, and Allstate exclusive financial representatives in the U.S. and Canada, as well as via www.allstate.com and 1-800 Allstate®.
