William D Yancey
Contact Me

Office: 502-562-2467

462 S 4th Ave Ste 1900
Louisville, KY 40202-3477

My Networks

Video Introduction

Sign Up for My E-mail Newsletter

Stay informed on the latest financial security news you can use to help guide your future.

Refer a Friend

Do you know someone who might share your concerns about financial security?

Advanced Planning
Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

How can a Financial Advisor
help you?

 

Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes

Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Themint.org – Financial Literacy for Kids

An interactive Web site designed to help parents raise "money smart" kids. Visit this award-winning site for fun activities, games, and challenges for students; tips for parents; and extensive resources for teachers. Sponsored by Northwestern Mutual.

Click here to visit the site

1857-2007: A History of Excellence
 
Northwestern Mutual has been helping clients achieve financial security for 150 years. As it celebrates this milestone anniversary, look at some of the reasons for its success:

You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, planning for what life may bring is the first step.

Choosing someone who has the ability and resources to help address those needs is the next step. Bill is a financial advisor who takes the time to understand your unique desires and goals. It's Bill's job to learn about your accomplishments, your dreams, and the challenges that lie ahead in order to strategically address any gaps in your financial plan.

Through a comprehensive assessment of your current situation, Bill helps you prioritize your goals, and develop a workable strategy with clear action steps and timetables.

And throughout your lifetime, Bill will help you understand what you need to plan for and protect. You can feel confident that your financial future will be more secure.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure {also called the ADV brochure} and review the terms of the NMIS Planning Engagement Agreement. these may be obtained from Bill .            

 

My Mission

As a financial advisor, Bill looks first to understand your vision for the future. It says a lot about you. And like you, your vision is unique. So is Bill's approach to helping you shape it and attain it.

Simply put, Bill's mission is to help you secure your family's or business's future and protect what's important to you.

Before you agree to receive the financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure {also called the ADV brochure} and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Bill.