CLA USA, was founded by Charles A. Loper, Jr. and has been in the business of preserving people’s assets since 1984.
All of CLA USA’s insurance representatives have specialized knowledge in assisting our clients with issues that are of particular interest to the retired and elderly. CLA USA agents and staff members are trained to assist our clients in preserving their assets. In addition to working with our clients’ estate attorneys, CLA USA works with other professionals such as CPA’s to assist our clients with tax planning.
CLA USA has operations in Alabama, Arizona, Arkansas, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin, Washington.
It is the purpose of CLA USA Companies and staff to help our clients protect and preserve their assets to last the rest of their lives and thereafter pass as much as possible to the next generation.
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Charles started his career in the insurance industry in 1984. His focus early on was the needs of the retired community. He found many clients were frustrated because after an initial meeting with an attorney, stock broker, or insurance representative, service was hard to get. We started developing a network of professionals that wanted to help and service clients without nickel and diming them.
Jeb and his organization maintain a well trained team of representatives across all states where CLA is licensed for business. These representatives are first class in the industry and understand first and foremost that their job is to service the customer. They know they must earn the right to work with clients regarding their finances.