Bill’s Background and Experience:

• Bill has over 20 years of experience as an insurance professional and has been on Medicare for 15 years.

• Family is very important to him; he has four children, 10 grandchildren, 6 and counting, great-grandchildren.

Resources and Services:

• Bill provides a monthly newsletter to keep clients informed about important updates in retirement and healthcare.

• He also maintains a website and a business Facebook page as resources for clients.

Professional Credentials:

• Bill is licensed in most states and works as an independent agent. • Appointed with most of the quality carriers, Bill can provide unbiased recommendations

• Bill is certified by training annually and by individual carriers for their products.

Annual Reviews:

• Bill reviews each client’s plan(s) annually to ensure they have the most cost-effective solutions.
• These reviews often result in significant savings as plans change and new options become available.

Personal Experience:

• As a self-employed insurance agent, Bill has had to choose insurance for his own family.

• He has navigated insurance bureaucracies giving him invaluable experience dealing with serious health issues and long-term planning.

No-Cost Services:

• Bill offers his services at no cost, aiming to become a trusted, lifelong resource for his clients’ life, health and Medicare insurance.

• Thorough financial reviews with recommendations are available at no cost. • Calls for questions are always welcome.