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William J. Egan III, CFP®, CLU®

William J. Egan III, CFP®, CLU®

Partner & Financial Planner


  • 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


  • 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


Life and health insurance licensed in multiple states

FINRA Series 6, 7, 63 securities licensed

CA Insurance Lic. #0C51888

Domicile State: NJ