Role and Company
Partner, LUTCF, NYLIAC
Expertise
14 years experience in financial services
Location
Rego Park, NY
About William
William "Bill" Cleare is currently a Partner for New York Life's Queens General Office in Rego Park Queens NY, overseeing his unit production and activities throughout the country. He is committed to attracting, developing and mentoring the best talent to grow the organization and enrich our community and abroad.
Bill Cleare began his professional career with New York Life in 2007. In his first year, he accomplished three prestigious Life Foundation series recognition awards including but not limited to the Life Foundation Award. Bill also retained Premier Executive & Executive Council status consecutively for 5 years; he is a Million Dollar Round Table (MDRT) member qualifier in 2011 managing client estates valued well over 50 million.
Bill’s life mission and the focus of his practice has been to educate communities about leveraging financial services. He helped individuals avoid common financial pitfalls as well as presenting to corporation employees and small business owners to create, grow, and protect wealth. During his tenure as a financial service professional Bill assisted many small businesses with making sound financial decisions that aided reaching their immediate and long-term goals. His current 9-year role as a Partner enables him to exercise his passion to teach, coach and develop new comers to the industry do the same.
Knowing the importance of trust, during Bill’s years as a financial service professional he strives to establish and maintain long-term relationships based on objectivity and honesty.
Bill is famously known for articulating unique, fun and creative financial solutions utilizing a variety of financial protection and asset accumulation strategies.
Active in the community, Bill and his team of energetic agents consults many individuals, city unions, schools, real estate brokerages, private professionals and business owners in the metropolitan area as well as several neighboring states.
*MDRT is recognized throughout the industry as the standard of excellence in life insurance & annuity sales performance.