William Rich

William Rich

Financial Services Representative

1819 Main Street, Suite #1300 (Penthouse)
Sarasota, FL 34236

Phone: (941)961-6100
Fax: (941)366-3398
E-mail:

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Stocks & Bonds
  • Managed Accounts
  • Wealth Management Services

QUALIFICATIONS

  • 17 Years in the Financial Services Industry
  • Licensed to sell Life, Health and Annuity in Florida and California
  • Series 7 securities registered in FL and CA

PERSONAL

  • 14 year resident of Sarasota
  • Hobbies: Aviation and astronomy
  • Education: University of South Florida, BA

ORGANIZATIONS

  • Member of Venice Sunrise Rotary Club
  • Member of Venice Chamber of Commerce 
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Metropolitan Life Insurance Company (MLIC), New York, NY10036.  Securities products and investment advisory services offered through MetLife Securities Inc. (MSI)(member FINRA/SIPC) and a registered investment advisor.  Some health insurance products offered by unaffiliated insurers through Enterprise General Agency (EGA) Somerset, NJ  08873.  MLIC, MSI, and the EGA are MetLife companies. L0212237336[exp0313][FL]