William Avon
Wealth Strategies for Everyday People
- Role
- Insurance and Financial Planner at William Avon
- Location
- Morehead City, NC, US
- LinkedIn followers
- 500 followers
About William Avon
William Avon, LUTCF, RSMFC, RFC has extensive experience with insurance and financial services helping people with asset protection, legacy transfer, and financial growth. He is the founder and principal agent of William Avon Financial, LLC in Morehead City, NC helping clients AND agents reach their goals. Through his expertise in financial services, life, health and property and casualty insurance, William provides personal service and customized product offerings to each individual client as well as coaches and trains independent agents to expand their careers. He maintains established relationships with many of the most widely-known and reputable carriers and is well-versed in the most innovative products they offer. Everyone’s situation is unique, and clients deserve top-notch service delivered with their best interests in mind. Always having a desire to see others succeed, William helps his clients create and preserve higher quality lifestyles through the use of income generation and asset protection programs. Specialties include business and financial coaching, supplemental retirement planning, life, health, critical illness, disability, an entire line of property and casualty insurance and of course, his love for sharing his success with other agents to help develop their businesses.Reach out to him and see where the relationship takes you.
Experience
Insurance and Financial Planner
Jun 2007 — Present · NC, US
Get Out of Debt2. Increase your Cash Flow3. Protect Your AssetsWilliamAvon.com
Education
Dutchess Community College
A.S., Business Administration
1990 — 1993
University at Buffalo School of Management, The State University of New York
BS, Business Administration
1993 — 1996
Skills
- Estate Planning
- Retirement
- Strategic Financial Planning
- Iras
- Property & Casualty Insurance
- Critical Care
- Life Insurance
- Legacy Giving
- Health Insurance
- Health Savings Accounts
- Agent Development
- 401k
- Training
- New Business Development
- Retirement Planning
- Term Life Insurance
- Insurance Agents
- Marketing Strategy
- Critical Illness
- Annuities
- Universal Life
- Insurance Planning
- Commercial Lines
- Long-Term Care
- Long Term Care Insurance
- Insurance Brokerage
- Medicare
- Insurance
- Long Term Care
- Business Development
- Homeowners
- Financial Planning
- Whole Life
- Fixed Annuities
- College Savings Plans
- Agent Training
- Financial Planners
- Small Business
- Underwriting
- Professional Liability
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