Our Qualifications

William A. Maloney, CLU, ChFC, CASL
Registered Representative of Equity Services, Inc.

Education

University of Maine at Orono

Earned the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College


Career Experience

Life Underwriter since 1975

Registered Representative, Equity Services, Inc.

Life and Qualifying member of the Million Dollar Round Table*

Life and Qualifing member of National Life's President Club*

Recipient of National Life Summit Award*

Past member of National Life's Agents Advisory Committee



Professional Specialties

Life Insurance

Trust and Estate Planning Strategies

Retirement Plans

Investments**

Fringe Benefits

Disability Insurance

Long Term Care (LTC) Insurance

Business Continuation Planning


Memberships

Small Business Council of America

Greater Providence Chamber of Commerce
East Greenwich Chamber of Commerce

R I Life Underwriters Association (RILUA)

 


 
*Memberships and Award are based upon sales criteria.
 

These materials are not an offer to sell or solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.