Presented by: Bill Valone, Vice President of Insurance Decisions, New York
Tuesday, September 20, 2016 at 3:00 p.m. ET (2:00p.m. CT, 12:00p.m. PT)
1.5 CFP® CE, and 1.5 NAPFA CE B - Insurance and Risk Management
Member $39.00/ Non-Member $59.00
NOTE: This is a 90 minute webinar
Bill will provide a detailed look into how income riders actually work and what the true cost and benefits are. He will also give a general overview of the current market place for annuity products.
Bill is Vice President of Insurance Solutions in New York. Working exclusively with independent advisors, Bill’s primary focus is to help advisors better understand the value of insurance within a financial plan. He provides expert guidance on Life Insurance, Disability, Long Term Care, and Annuities. Prior to joining Insurance Decisions, he was Vice Present at W.J. Valone Agency and was responsible for developing long term retirement plans and helping clients advocate for their families by reviewing current and future insurance needs. Bill started his career with New England Financial.
Bill holds his Series 6, 7, and 63 as well as his Life and Health license and is certified in the New York State Long Term Care Partnership Program. He holds a Master's Degree in Finance and Marketing from Wagner College.