William J. Egan III, CFP®, CLU®

Affiliations

• Former Board of Trustees member, VNA Health Group
• Former Chairman of Planned Giving Committee, VNA Health Group
• Monmouth University Business Council
• Monmouth University Blue & White Club
• Monmouth University Gift Planning Committee
• Million Dollar Round Table (MDRT) member
• American Association of Life Underwriters (AALU) member

Education

• Seton Hall University, BA
• College of Financial Planning

Areas of Concentration

• Financial Products and Services for Business
• Business Continuation Strategies
• Executive Benefits
• Buy/Sell Agreements Funding
• Group and Individual Life & Health Insurance
• Group and Individual Long-Term Disability Income Insurance
• Executive Bonus Arrangements
• Estate Analysis and Protection
• Mutual Funds
• Annuities (Fixed and Variable)
• Asset Accumulation Strategies
• Charitable Giving Strategies
• Life Insurance Funding Strategies
• Second to Die Life Insurance
• Term Life Insurance
• Long-Term Care Insurance
• Retirement Planning
• Educational Funding Strategies

Licensing

Life and health insurance licensed in multiple states

FINRA Series 6, 7, 63 securities licensed

CA Insurance Lic. #0C51888

Domicile State: NJ