William D Yancey
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Office: 502-562-2467

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

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Professional

As part of the Northwestern Mutual Financial Network,  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.

Years of Experience

Representing Northwestern Mutual since 1984.

Education

Degree Major Institution
Bachelor of Science Other Murray State U

Awards and Recognition

Health Insurance Quality Award   1987-1991
Award recognizing quality in the field of health insurance

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   1997-2010
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 Quality Award   1986-1996, 2000-2010
Award recognizing persistency and performance

National Sales Achievement Award   1986-2000, 2002-2008
Award recognizing performance