William P. Duff, III

William P. Duff, III - CLU®

Financial Representative

Thompson Financial Group
5410 Trinity Road Suite 102
Raleigh, NC 27607

Phone: (919)334-3434
Fax: (919)334-7848
E-mail:

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

BUSINESS PHILOSOPHY

My goal is to provide families and 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.  I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.
 

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
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Group Life, Health, Dental and Disability Insurance

 

QUALIFICATIONS
  • 10 Time Leaders Conference Qualifier
  • 35 Years in the Financial Services Industry
 
 
PERSONAL
  • Life time resident of Raleigh, NC
  • Family:  Wife - Sally, 3 children
  • Hobbies: Golf, Tennis  
 
 
ORGANIZATIONS
  • Active member of Saint Michael Episcopal Church
  • Youth and New Member programs

 

 
** New England Financial is the registered mark for New England Life Insurance Company (NELICO), Boston, MA 02116. Securities offered through New England Securities (NES) (member FINRA/SIPC). NELICO & NES are affiliates. Thompson Financial Group is a general agency of NELICO.