...Bill is a California native and has been a California Insurance Agent since graduating from the University of Utah where he majored in Finance and was a conference champion on the swimming team.
For the past 30 years, Bill
has provided all lines of coverage for both personal and commerical clientele.In 1991, Bill
decided to set his
focus on the Life, Health, Disability and Long Term Care insurance market in California and set-up his
own agency.In the past fifteen years, Bill
staff have developed a growing and solid book of business by representing only the top-rated insurance carriers to protect his
has earned two recognized designations in the Long Term Care field: Corporation for Long Term Care
(CLTC) and the Long Term Care Professional (LTCP).Bill is also a member in good standing with the American Association for Long-Term Care Insurance, the Association of Health Insurance Advisors and the National Association of Insurance and Financial Planners.As a partner with Long Term Care Financial Partners, LLC, Bill has access to the vast resources of the most experienced LTC brokerage firm, which represents the premier insurance carriers in this marketplace.Bill
enjoys watching (and bragging about) his
three sons who participate in college water polo, tennis and high school water polo and swimming.Bill
and Heidi like to give back to their community.For the last ten years Bill
has run a youth basketball league at their church for three hundred children and Heidi volunteers as a counselor for high school girls.