Professional

As part of Northwestern Mutual,  Bill was attracted by the strength of Northwestern Mutual, along with the diversity of the network's insurance and investment products and services.

Bill can educate clients in the areas of estate, retirement and financial planning, as well as use personal planning analysis to identify needs and provide a comprehensive plan specifically for you.

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 Yancey.

Awards and Recognition

 

Health Insurance Quality Award 1987-1991

Award recognizing quality in the field of health insurance

 

Million Dollar Round Table Life Member 2014

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Provisional Member 1988

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying Member 1989-1996

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 1997-2013, 2015, 2017-2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1986-1996, 2000-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 1986-2000, 2002-2008

Award recognizing performance

William D Yancey, CLU®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck