Bill Cook is the proud father of two young men and has been happily married to his wife Carol for 36+ years. He has lived in the Chicago area his entire life. Bill participates in several community organizations and participates in charitable work in his community.
Bill has been in Insurance and Advisory Services for 30+ years. He is a Series 65 Advisor and is an Accredited Investment Fiduciary (AIF®). The AIF® designation demands the advisor act in his clients’ best interests. Bill concentrates on safe money alternatives, especially for those 55+. Older clients are most vulnerable to volatility and downturns in markets given they have less years to recover from a market decline. Bill feels that most clients age 55+ should have a portion of their investable assets in safe products that cannot lose money yet participate in market gains. Bill also strives to bring certainty to his clients’ retirement by showing them how to produce an income they will not outlive. Contact Bill to find out how securing sufficient income in retirement is the key to a happy, fulfilling retirement.
LICENSES & ACCREDITATIONS
- Accredited Investment Fiduciary (AIF®)
- Licensed Producer, Life & Health
- Retirement Planner
AREAS OF EXPERTISE
- Retirement Income
- Life Insurance
- Planning Strategies