William Watson Location
- Dallas, TX, US
William Watson Work
- 2003 -now President @
- 2003 -now Regional General Agent @ Accordia Life, Forethought Annuity, Transamerica Life, NLG/LSW
- 1987 -now Registered Financial Consultant @
- 2000 -2003 Managing Director @
- 1987 -2000 National Director of Development @
William Watson Education
- University of North Texas
(Insurance, Risk Management, Money & Banking)
1982-1985 - IARFC
William Watson Skills
- Fixed Annuities
- Retirement Planning
- Life Insurance
- Long-term Care
- Insurance
- Term Life Insurance
- Disability Insurance
- Estate Planning
- Strategic Financial Planning
- Wealth Management
- IRAs
- Employee Benefits
- Investments
- 401k
- Financial Services
- Universal Life
- Series 63
- Wealth
- Mutual Funds
- Financial Advisory
- Long Term Care Insurance
- Financial Planners
- Whole Life
- Health Insurance
- Roth IRA
- Wealth Accumulation
- Investment Advisory
- Investment Strategies
- Series 7
- Pensions
- Securities
- Underwriting
- Retirement Plan Consulting
- Brokers
- Critical Illness
- Wealth Management Services
- 401k Rollovers
- Defined Benefit
- Asset Allocation
- Bonds
- Series 24
- Variable Annuities
- Insurance Brokerage
- Retirement
- Risk Management
- Finance
- Management
- Small Business
- Leadership
- Strategy
- Team Building
- Strategic Planning
- Microsoft Excel
- Long Term Care
- Strategic Financial
- Retirement Plan
William Watson Summary
- William Watson, based in Dallas, TX, US, is currently a President at Turtle Creek Financial Group. William Watson brings experience from previous roles at Accordia Life, Forethought Annuity, Transamerica Life, NLG/LSW, Turtle Creek Financial Group, Guardian Life and The MONY Group. William Watson holds a 1982 - 1985 University of North Texas. With a robust skill set that includes Fixed Annuities, Retirement Planning, Life Insurance, Long-term Care, Insurance and more. William Watson has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Turtle Creek Financial Group Employees
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