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Bill Cleare

New York Life Insurance & Annuity Corporation
Life, Disability & Annuity Insurance

Contact Information:

T: 877-695-2455

Years in Business:

 

6

Clients I'm Seeking:

 

Employed Individuals, Small Business Owners, Family Owned Business, Sole Proprietorship, Corporations, Professionals, New Parents, New Home Owners, Grandparents, Pre-Retirees, Recently Laid-off Individuals, College Graduates, Faith Based/Non-for-Profit Organization, Union Workers and Real Estate/Mortgage Brokers

About My Business:

 

William Cleare, LUTCF Member Million Dollar Round Table -I provide solutions and present strategies to assist clients with investment and asset preservation methodologies that match their overall objectives. My approach is conservative using guaranteed products to define and model accurate projections, lock-in future accumulation values (ROI) and target specific milestone goals with precision. With minimal market risk, tax favorable benefits, dividend eligibility and income protection client’s assets are properly allocated separately into bundles NOT coupled into traditional pie slices. Each bundle is TRULY diversified unlike traditional percentages of mixed/matched mutual funds. I am appointed with New York Life Annuity & Insurance Corporation, however I broker products from a wide variety insurance companies and financial institutions to better service my clients with the best-fit available. Products & Services -Executive Bonuses -Key Person Insurance -412(e)(3) Defined Benefit Plan -Buy/Sell Agreements -Business Continuation -Estate Preservation -Surviorship Insurance -Business Overhead Expense Insurance -Long Term Disability Insurance -Long Term Care -Guarenteed Lifetime Income -Fixed/Variable Annuities -Life Insurance: (Term, Universal, Variable, Whole Life, Custom, Modified,Qualified, Employee, Juvenile)

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