William K. Bridgers, Insurance Consultant, LLC
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Insurance Consultants & Analysts, Annuities & Retirement Insurance Plans, Insurance
Pleasant Grove, UT 84062
801-400-4523
CLOSED NOW:
Today: 9:00 am - 5:00 pm
PHOTOS AND VIDEOS
Getting it right the first time.
- General Info
- Over 25 years of sales and administrative experience in financial industry and personal insurance. Three main services areas: 1) associate support to financial planners and advisers and insurance agents, providing research, evaluation and status of existing insurance plans, personal risk mitigation, analysis, and possible new considerations for existing or new clients (these services may be tax deductible as a business expense - consult with tax adviser); 2 - In concert with other advising professionals, help business owners and executives evaluating new or existing plans to protect company in case of loss of key person due to illness or injury; and 3- Consumers that need objective, unbiased (no sales!) help determining what to do with older, cash-value life policies, if or how much coverage is needed, and the range of price options that may be considered reasonable given specific economic conditions, medical history, and ability to pay. Will work with existing insurance agent, legal, and accounting advisers for best coverage solutions.
- Hours
- Regular Hours
Mon - Fri: Sat: Sun Closed Martin Luther King Day2024/01/15 Closed Presidents' Day (Washington's Birthday)2024/02/19 Closed New Year's Day2024/01/01 Closed Memorial Day2024/05/27 Closed Veterans Day2024/11/11 Closed Thanksgiving Day2024/11/28 Closed Christmas Day2024/12/25 Closed Independence Day2024/07/04 Closed - Categories
- Insurance Consultants & Analysts, Annuities & Retirement Insurance Plans, Insurance, Life Insurance, Long Term Care Insurance
- Payment Options
- Location
- First meeting can take place at any location and is always at no charge.
- Accreditation
National Association of Insurance and Financial Advisors (NAIFA)
National Ethics Association (www.ethics.net)
Fellow, Life Management Institute (FLMI)
Certified Long-term Care planner (CLTC)
Utah Valley Hispanic Chamber of Commerce
- Associations
- National Association of Insurance and Financial Advisors (NAIFA); Fellow, Life Management Institute (FLMI), Certified Long-term Care planner (CLTC), National Ethics Association (www.ethics.net)
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