BUSINESS PHILOSOPHY

I provide service, whether it be financial or just plain service, to my clients and prospective clients, thus assisting them in maintaining the lifestyle that they require through life’s many changes.

By focusing not only on the accumulation, preservation, and distribution of my clients’ assets, but attempting to protect these assets that may be jeopardized by life’s many unexpected events. The products and services offered will be adjusted not for my benefit, but for each individual client’s unique situation.

I accomplish this through continued education in the financial and insurance industry, and by keeping my high level of integrity, dedication, and professionalism that my clients have come to expect.

QUALIFICATIONS

• 52 years experience in Insurance Products
• Licensed with MassMutual since 1984
• 26 years with MetLife
• Registered Representative and Investment Advisor Representative, MML Investors Services, LLC
• FINRA Series 6, 63 Registrations
• Licensed to sell Life insurance in GA, KY, MD, NC, NJ, NY, OH, PA, VA
• Registered to offer Securities products in OH, NC, NY, PA
• Former Branch Mgr., MassMutual Wolf Ledges
  
  

ORGANIZATIONS

• Member, Basilica of St. John Church, former usher and altar server
• Member, Phi Mu Alpha Symphonia, Professional Honorary Music Fraternity 
  
  

PRODUCTS AND SERVICES

• Fixed & Variable Annuities
• Whole Life Insurance
• Term Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Long Term Care Insurance
• Disability Income Insurance
• Tax Sheltered Annuities, 403 (b) plans
• Roth IRA
• IRA Consolidated Rollovers Retirement Planning
• Pension Payout Alternatives
• Pension Rollovers
• IRA Transfers
• Mutual Funds
• Estate Conservation Strategies
• Education Funding Strategies
• Charitable Giving Strategies
• Auto & Home Insurance (KY, NC, OH)*
  
  

BUSINESS SERVICES

• Simple IRA Plans
• Buy Sell Agreement Funding
• Cross Purchase Insurance
• Key Employee, Executive Bonus Insurance
• Business Overhead Expense Insurance
• Disability Income Insurance
  
  

PERSONAL

• Resident of Lake Cable, Jackson Township, Canton, OH, 49 years
• Widowed; married to Jan, 57 years, four children, five grandchildren, and five grand dogs
• Bachelor of Music in Education, Dana School of Music, Youngstown State University
• Former School Teacher and Orchestra Director

 

*Auto and home insurance is offered by unaffiliated insurers.

William Haak is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. OSJ: 1956 Carter Road, Suite 200, Cleveland OH 44113. 216.621.5680.