William B Whalen, CLU®, ChFC®, CASL®

Financial Advisor

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, 2017-2018

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

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck