W. Marshall Miller, II, CLU, ChFC, AEP, LUTCF

Professional Accomplishments

  • Received Accredited Estate Planners Designation 2000
  • Received Chartered Life Underwriters (CLU) designation 1981
  • Chartered Financial Consultant Designation 1981
  • Founded Insurance Consultants of Virginia, Inc. 1980
  • Life Qualifying member of the Million Dollar Round Table since 1978
  • Top Of The Table member of the Million Dollar Round Table since 2004
  • Graduated from The College of William and Mary in Virginia 1975
  • Named to Who’s Who in Colleges and Universities 1974-1975

Professional Memberships

  • Peninsula Estate Planning Council
  • Million Dollar Round Table
  • Forum 400
  • National Association of Health Underwriters
  • International Association of Financial Planners
  • Peninsula Society of Chartered Life Underwriters

Continuing Education

  • Million Dollar Round Table meetings since 1978
  • Forum 400
  • Heckerling Institute On Estate Planning

States Licensed In:

Licensed In Each State For:



Life, Health, Variable Annuities



Life, Health, Variable Contracts, Long-Term Care



Life, Health, Variable Contracts



Life, Health, Accident, Variable Annuities

North Carolina


Life, Health, Accident, Medicare Supplement / Long-Term Care

Pennsylvania   Life, Fixed Annuities, Variable Life, Variable Annuities



Life, Health, Accident, HMO

Virginia – as Producer, Consultant


Life, Health, Fixed Annuities, Property & Casualty, Variable Contracts

Viatical Settlement Broker


Life and Health Consultant, Viatical Settlement Broker