Health and Life

• Life Insurance
  A holistic investment plan that takes into account the proper diversification to achieve desired aggregate and account-by-account risk-to-reward balances will require investments in one or more common asset classes — cash and equivalents, investment grade taxable or municipal bonds, domestic and international stocks, emerging market securities, real estate, commodities and other investments. Participation in a given asset class may be via bank accounts, certificates of deposit (CDs), money market funds, mutual funds, individual securities in separately managed accounts (SMAs), exchange traded funds (ETFs), Real Estate Investment Trusts (REITs) and other investments suitable for the circumstance(s). Annuity, long-term care and life insurance policy reviews and recommendations may be conducted or made based on need.
• Health Insurance
  Bill attended the University of Wisconsin-Whitewater and Madison Area Technical College and received an Associate Degree in Finance. Since completing his education, Bill has been continually involved in the insurance and securities fields. He has successfully passed several securities-industry examinations including the FINRA Series 6 Investment Company/Variable Products contracts Limited Representative Exam, NASAA Series 63 Uniform Securities Agent State Law Exam and the Series 66 Uniform Combined State Law Exam. Bill is also licensed as an insurance agent in Wisconsin for life and health insurance.
• Long Term Care