Professional
Before William Whalen can speak intelligently about the products and services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Bill.
Review the experiences and accomplishments of William Whalen.
I have received the professional designation of Chartered Life Underwriter from the American College.
Associations and Memberships
*National Association of Insurance and Financial
Advisors
*Dayton Association of Insurance and Financial
Advisors--President (2003-2004)
*The Society of Financial Service Professionals (President 2006-2007)
*Previous Member of Miami Valley Estate Planning Counsel
Years of Experience
Representing Northwestern Mutual since 1987.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Arts | Business | Hillsdale College |
| Associates | Business | St. Gregory's Junior College |
Awards and Recognition
Million Dollar Round Table Life Member 2005-2007, 2009-2010, 2012, 2014-2015, 2017-2019
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying/Life Member 2003-2004, 2008, 2011, 2013, 2016
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2017
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 1990-1991, 1993-2010
Award recognizing persistency and performance
National Sales Achievement Award 1989-1991, 1993-1995, 1997-1998, 2001-2002
Award recognizing performance