William D Yancey

Office: 502-562-2467

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

My Networks

Video Introduction

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?

 

Real life story: the realities of long-term care

The reality of long-term care hits hard. Hear former broadcast journalist Meryl Comer’s personal story about caring for her husband, who was diagnosed with Alzheimer’s disease 17 years ago.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Steve Forbes and John Schlifske on “Econo-ME: Redefining the Rules of Financial Security”

Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske.  The three day tour saw over 3,500 attendees and included panel discussions in Baltimore, MD; Birmingham, AL; Los Angeles, CA; New Orleans, LA; San Francisco, CA; and Washington, DC.  In each city, Steve and John shared their perspectives on the economy, the markets, and how individuals and business owners must redefine the rules of financial security during times of market volatility.

For more thoughts on these and other business topics, visit the Northwestern Mutual Special Feature on Forbes.com.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Disability Insurance for Medical Professionals

Disability Insurance for Medical ProfessionalsPhysicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

Northwestern Mutual Named #1

FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry.

See why we’re ranked #1 in the world.

2010 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future.

View Interactive Annual Report

Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

Enroll Now

What is Long-Term Care and What are Your Options?

Click here to learn more.

How Much Would a Future Long-Term Care Event Cost?

Use the LTC Cost Calculator to better understand the potential cost of a long-term care event and how it can vary by age, where the care takes place and the length of care.

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 Northwestern Mutual Financial Network Advisor, my mission is to help you achieve financial security for your family or business. I will work with you to help identify your financial goals, suggest a solution to help you reach those goals, and show you ways to implement them.

Northwestern Mutual representatives Michael Bush, Bill Yancey, and Aaron Young strive to be the premier financial security team for the medical, professional, and business-owner market in the region. Leveraging the strength of each team member, we help our clients and those important to them attain financial security as their needs evole. Michael Bush, Aaron Young, and I , together with our team, are dedicated to maintaining superior resources to give all of our clients exceptional service. 

Willaim D. Yancey, CLU