Today’s life insurance products are less expensive than policies available only a few years ago, and offer greater design flexibly for meeting the unique needs of each client. However, this new generation of products is also more complex and can sometimes be challenging even for sophisticated consumers to thoroughly understand.

Will possesses a combination of strong technical knowledge with respect to life insurance products and their design and performance parameters, as well as an ability to cut through industry jargon and product hoopla to clearly communicate the pros and cons of different options and strategies for achieving client goals.

Practice Philosophy