Derek Williams Email & Phone Number

Financial adviser with a demonstrated history of working in the fitness industry as well as 6 years in the financial planning and adviser sector. I discovered my passion for financial freedom in 2015 when I was hired in the Sales Development department for Paradigm Life. A national leader in the Infinite Banking concept and Perpetual Wealth strategy. I am skilled in Coaching, Sales, Team Building, Health Promotion, Life Insurance, and financial planning. Strong media and communication professionalI offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, the starting of a business, and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.A few of my major skill sets include:- Educating clients on alternative savings vehicles that utilize actuarial based products like dividend paying whole life insurance and annuities- Assess client's risk tolerance and make suitable planning recommendations- Teach clients advanced planning strategies such as asset protection and volatility buffer concepts- Assist in the implementation of savings strategies while maintaining a high level of integrity- Process client loan requests and set up pay-back schedules using amortization calculators- Assist clients through insurance underwriting by collecting application information and ensuring medical exams are completed- Follow up with clients through phone calls, emails and text messaging- Maintain and update client database

Listed skills include Customer Service, Strategic Planning, Insurance, Management, and 46 others.