William R. Trice Bob Trice
Registered Representative at NYLIFE Securities LLC
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About William R. Trice Bob Trice
I am an Agent licensed to sell insurance through New York Life Insurance Company and may…
Experience
Financial Services Professional
Jun 2001 — Present · Dallas-Fort Worth, TX, US
I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Education
American University
LUTCF, CLU
Skills
- Insurance
- Communication
- Protection Planning/Family Security
- Succession Planning
- 401k Rollovers
- Lutcf
- Legacies
- Gifting Strategies
- Multi-Generational Wealth Transfer
- Multi-Generational Planning
- Thought Leadership
- Estate Planning
- Small Business
- Retirement
- Annuity Sales
- Long Term Care Insurance
- Business Development
- Wealth Preservation Planning
- Clu
- Time Management
- Key Person Protection
- Retirement Planning
- Customer Satisfaction
- Multi-Tasking Skills
- Asset Protection
- Licensed Life Insurance Agent
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.