Rebecca Williams
Passionate Financial Services Professional helping families and businesses
- Role
- Licensed Agent at NYLIFE Securities LLC
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Rebecca Williams
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Florida, Illinois, Texas and Wisconsin. No insurance business may be conducted outside this/these state(s) referenced. Additionally, I am a Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the state of Wisconsin. No offers may be made or accepted from any resident outside the specific state(s) referenced. 135 South 84th Street, Suite 400, Milwaukee, WI, 53••••••••69. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
Experience
Licensed Agent
Mar 2011 — Present
I am an Agent licensed to sell insurance through New York Life Insurance Company.
Education
Alverno College
International Business
Skills
- Customer Service
- Retirement
- Thought Leadership
- Wealth Preservation Planning
- Marketing
- Estate Planning
- Multi-Generational Planning
- Networking
- Mutual Funds
- Life Insurance
- Small Business
- Wealth Transfer Strategies
- Strategic Financial Planning
- Finance
- Wealth Management
- Gifting Strategies
- Protection Planning/Family Security
- 401(K) Rollovers
- Sales
- Investments
- Budgets
- Iras
- Team Building
- 401k
- Annuity Sales
- Licensed Life Insurance Agent
- Leadership
- Key Person Protection
- Time Management
- Employee Benefits
- Insurance
- Legacies
- Succession Planning
- Multi-Generational Wealth Transfer
- Public Speaking
- Financial Services
- Asset Protection
- Fixed Annuities
- Retirement Planning
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