Advanced Resources and Affiliations

The Nautilus Group®

Eagle Strategies LLC

New York Life

Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 6/12/2017. For methodology, please see

Ash Brokerage

Designations Held By Robert I. Spak:

Chartered Life Underwriter (CLU®) - The CLU® designation is one of the oldest and most respected credentials in financial services, dating back to the late 1920’s. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.

Chartered Financial Consultant (ChFC®) - The ChFC® designation has been a mark of excellence for financial planners for over thirty years and currently requires more courses than any other financial planning credential. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning.

Chartered Advisor for Senior Living (CASL®) - The CASL® designation delivers the rigor and specialized knowledge advisors need to be truly effective in retirement planning. Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares advisors to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth.