This feature is a question-and-answer session with a new Blount County Chamber member. So, here we go with our 198th installment visiting with New York Life agent William Turner whose goal is to help small businesses offer its employees the opportunity for benefits and retirement plans through financial planning and insurance.
What does New York Life provide? New York Life provides holistic planning in a variety of areas including: life, disability, and traditional long term care insurance. In addition, I work with retirement planning using variable and fixed products.
How did you get started? I started working in this business after witnessing the lack of planning within my inner circles. I realized that what is often times simple solutions, if done properly could avoid these situations all together. I then got the proper licensing and training to make sure that the people closest to me had the resources and information necessary to be prepared when tragedy strikes. Now I want to extend that opportunity to my community, so that others can avoid the same hard times that I have seen hit all to close to home.
Who is your biggest supporter? My mentor in this career is Matt Quick. He has guided me through starting my own business and growing it to be client focused. He has helped me learn how to communicate with my clients to help them identify their goals as well as any potential worry areas that we can get in front of.
Describe your customers. My customers are individuals that are looking to talk and find structured time tested ways to protect what they have and build financially for the future. My clients should be ready to talk in detail about their current situation and where they would like to build to moving forward.
What are three things you wish you know when starting out? I wish that I knew the amount of resources that are within reach when starting a business in a community. I wish that I knew the importance of building the strong foundation to my business like I do now. I wish that I had established a work life balance faster.
What you enjoy most about your profession? I enjoy the flexibility that I get to have with my family. In addition I really enjoy helping others as it is really nice to get to help others take care of the same needs that I work on for my friends and family and spread the knowledge of my career.