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
