William Spear

William Spear - CASL®, CLU®, ChFC®, MSFS

Financial Representative

NEF/Wausau
2503 Grand Avenue
Wausau, WI 54403

Phone: (715)845-1881
Fax: (715)845-7780
E-mail:

  • Million Dollar Round Table (MDRT) Member
  • Masters Conference Qualifier: A New England Financial honor given to outstanding individuals who exemplify the highest standards of personal integrity, professionalism, customer service and sales achievement.
  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Deliver The Promise Specialist: A specially trained professional who assists families and addresses many of the issues associated with the loss of a loved one.
  • Chairman's Council Qualifier: A company honor awarded annually to those Financial Services Representatives who have mastered the ability to attract, develop and retain clients by helping them meet their financial security needs and to those sales managers whose exemplary leadership and exceptional record of staff development have placed them in the top tier of field management.

BUSINESS MISSION

  To provide my clients with superior knowledge and service of insurance and financial products and to be a catalyst to assist others in realizing their financial, estate and personal goals.

 QUALIFICATIONS
 
• Registered Representative of New England Securities, Corp.,
  Licensed Series 6, 63 and 7
• 21 Years Experience in the Financial Services Industry
• New England Life Leaders
• 18 Time Conference Qualifier
• Certified in Long Term Care (CLTC)
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)
• Masters of Science Financial Services (MSFS)
• Chartered Advisor for Senior Living (CASL)
 
PERSONAL
 
• Resident of Wausau
   • Married to wife Bonnie
 
ORGANIZATIONS
 
• Past President of Central Wisconsin Society of Financial Insurance Professionals
• Past President of Central Wisconsin Association of Insurance and Financial Advisors
 
COMMUNITY INVOLVEMENTS
 
• Wausau Rotary Club
• Past Board Member Women’s Community
• Past President/Board Member YWCA Foundation
• Graduate Leadership Wausau – MarathonCounty