
William J. Egan III, CFP®, CLU®
Partner & Financial Planner
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