As Vice President, Financial Solutions, Bill Kauffman, CLU®, ChFC®, LLIF, LUTCF®, leads sales and marketing for Senior Market Sales' Financial Solutions division, which includes annuities, life insurance and long-term care insurance. Under Bill’s direction, SMS has added a number of value-added programs to help agents and advisors grow their business, including Total Social Security®, Income ArchiTech®, Client Stream, Sales Forum and the SMS 360 business planning process.
Bill started in the insurance industry as an agent for Mutual of Omaha nearly 40 years ago. He still relies on that field experience in his current role as he and his staff work to help SMS agents and advisors grow their business and meet their clients’ needs.
Bill has earned a number of designations from the American College, including Chartered Life Underwriter®, Chartered Financial Consultant® and Life Underwriter Training Council Fellow®. He is also a LIMRA Leadership Institute Fellow.