Bill Jackson

Bill Jackson

Financial Representative

Thompson Financial Group
6302 Fairview Road, Suite 500
Charlotte, NC 28210

Phone: (704)752-1980
Fax: (704)366-6900
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

BUSINESS PHILOSOPHY

My goal is to provide business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
 
PRODUCTS AND SERVICES
  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
 
PERSONAL
  • Native of Charlotte, NC
  • Family:  Wife, Sally and 2 kids, Sarah & Carr
  • Hobbies:  Golf and Traveling
 
ORGANIZATIONS
  • Charter Member of Association of Health Insurance Agents
  • Member of National Association of Health Underwriters
  • Development Sponsor of Easter Seals/UCP of NC & VA

 

Securities products are offered through registered representatives of New England Securities Corp. a broker/dealer (member FINRA/SIPC). 501 Boylston Street, Boston, MA 02116. New England Financial is the service mark for New England Life Insurance Company and New England Securities Boston, MA.