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William Trueman Location
Grand Blanc, MI, US
William Trueman Work
President @ College Financial Advisors, LLC (November 2010 - Present)
Advanced Planning Specialist @ Farm Bureau Insurance, MI (January 1991 - July 2007)
William Trueman Education
Kent State University, Kent, OH
Bachelor of Science in Ed (Music Education)
1967-1971
William Trueman Skills
Fixed Annuities
Disability Insurance
Long-term Care
Life Insurance
Term Life Insurance
Long Term Care Insurance
Health Insurance
Whole Life
Retirement Planning
Retirement
Strategic Financial Planning
Wealth Accumulation
401k
Small Business
Insurance
Estate Planning
Wealth Management
IRAs
Process Improvement
Team Building
Project Planning
Long Term Care
Marketing
Microsoft Office
Analysis
PowerPoint
William Trueman Summary
William Trueman, based in Grand Blanc, MI, US, is currently a President at College Financial Advisors, LLC. William Trueman brings experience from previous roles at Farm Bureau Insurance, MI. William Trueman holds a 1967 - 1971 Bachelor of Science in Ed in Music Education @ Kent State University, Kent, OH. With a robust skill set that includes Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Term Life Insurance and more. William Trueman has 2 emails and 1 mobile phone numbers on RocketReach.
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