William K. Bridgers, Insurance Consultant, LLC
801-400-4523

Open hoursCLOSED NOW - Closed

Pleasant Grove, UT 84062

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.

More Business Info

Getting it right the first time.

Hours
Regular Hours
Mon - Fri:
Sat:
SunClosed
Martin Luther King Day
2024/01/15Closed
Presidents' Day (Washington's Birthday)
2024/02/19Closed
New Year's Day
2024/01/01Closed
Memorial Day
2024/05/27Closed
Veterans Day
2024/11/11Closed
Thanksgiving Day
2024/11/28Closed
Christmas Day
2024/12/25Closed
Independence Day
2024/07/04Closed
Payment method
check, financing available, no credit cards, paypal
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)
Categories
Insurance Consultants & Analysts, Annuities & Retirement Insurance Plans, Insurance, Life Insurance, Long Term Care Insurance