William Lonsinger
Regional Vice President at Millennium Brokerage Group, LLC
- Role
- Regional Vice President at Millennium Brokerage Group, Llc
- Location
- Johnstown, PA, US
- LinkedIn followers
- 500 followers
About William Lonsinger
Over thirty years experience as a leader in the insurance and financial services industry. Strong verifiable background in recruiting, training, and achieving organizational objectives. Very comfortable building teams with other professionals (Attorneys, CPA\'s, Property & Casualty Agents, etc.) to help client\'s fully execute on their plans. Areas of expertise include Retirement Planning, Business/Farm Succession Planning, Estate Planning, Long Term Care and Disability Income. Other relevant experience includes public speaking/ seminars, OSJ/Field Supervision, building business/marketing plans, case design, and assistance at point of sale. Licensed in Life/Accident/Health/Property & Casualty. Securities Registrations: 6, 63,26, 7, 24, 65, and 53. Member in good standing with the National Association of Insurance and Financial Advisers. Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.Enjoy boating, ATV riding, Sporting Clays, Reading, and spending time with my wife and children.
Experience
Regional Vice President
Millennium Brokerage Group, Llc
Jan 2019 — Present · PA, US
Providing Property & Casualty Insurance Professionals along with Independent insurance professionals expertise in life insurance, annuities, Disability Income, Long Term Care, and 401(k). Putting the client\'s needs first by bringing them to top rated carriers vs bringing a single carrier to them. Able to provide marketing support, assistance with case design, and help at point of sale. Improve retention, customer satisfaction, and agency revenue by working with me.
Education
Duquesne University
Executive Certificate in Financial Planning
The American College of Financial Services
LUTCF, CLU, ChFC
Geneva College
BS
College for Financial Planning
CFP Certification Professional Education Program
Mount Aloysius College
Associate's degree
Skills
- Financial Advisory
- Uniform Combined State Law
- Health Insurance
- Series 7
- Series 6
- Mutual Funds
- Insurance
- Series 24
- Underwriting
- Life Insurance
- Employee Benefits
- Investments
- Series 63
- Iras
- Financial Planners
- Retirement
- Strategic Financial Planning
- Estate Planning
- Long-Term Care
- Term Life Insurance
- Investment Advisory
- Fixed Annuities
- Casualty
- Retirement Planning
- Series 65
- Financial Planning
- Wealth Management
- Disability Insurance
- Commercial Insurance
- Property & Casualty Insurance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.