Charles W. Bowden, CLU, ChFC

Smithville, New Jersey

General Specialty

Insurance and Financial

Specialty Focus

Agent/Broker Standards
Disability
Financial Advisor
Health Insurance
Health Insurance Claims
Insurance Agent
Insurance Agent Liability
Insurance Agent/Broker
Insurance Appraisals
Insurance Bad Faith
Insurance Broker
Insurance Broker Liability
Insurance Compliance
Insurance Customs
Insurance Customs and Practices
Insurance Disputes
Insurance Errors
Insurance Fraud
Insurance Industry Standards
Insurance Investigations
Insurance Omissions
Insurance Practices
Insurance Regulations
Insurance Standards
Insurance Underwriting
Life Insurance Claims
Long Term Care
Policy Procedures
Sales Practices
Standards of Care

Primary Areas of Expertise


Life Insurance

Financial Planning

Agent/Broker of Standards

Insurance

Financial

Insurance Customs/Practices

Insurance Standards of Care


Following graduation from Lehigh University, Charlie entered the insurance industry as an Employee Benefit Specialist. In addition to his thirty plus years of experience, he has achieved both industry recognized designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). As a Qualified Continuing Education Instructor, he teaches other licensed insurance professionals about the changing structure of the income and estate tax code, and planning strategies. Additionally, Charlie uses his experience to provide expert testimony in State and Federal Court. Charlie is a member of the Society for Financial Service Professionals, as well as a past member of their Board of Directors. He maintains registration with the Financial Industry Regulatory Authority (FINRA). He is an investment Advisor Representative (IAR).

As a Qualified Continuing Education Instructor, he teaches other licensed insurance professionals about the changing structure of the income and estate tax code, and planning strategies.

 

Education:

BA, Lehigh University
Chartered Life Underwriter, American College Bryn Mawr, PA
Chartered Financial Consultant, American College Bryn Mawr, PA

 

BrokerCheck-Finra

Securities Offered Through TFS Securities, Inc.
Member of FINRA/SIPC, A Full Service Broker-Dealer
Located at 437 Newman Springs Road, Lincroft NJ 07738 (732) 758-9300
Investment Advisory Services offered through TFS Advisory Services, A division of TFS Securities, Inc.

charlesbowden@tfsrep.com

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