6850 Austin Center Blvd, Suite 350 | Austin, TX 78731-3132 | Phone: 512.476.6392
William Waxman
Bill's career as a life insurance professional spans more than 25 years in which he has developed expertise in financial, estate, business, and pension planning. He is an attorney, having graduated with a Juris Doctorate from The University of Texas School of Law in 1974 and a BA from The University of Michigan in 1968. He is a Chartered Life Underwriter, Life Insurance Counselor, and holds licenses for Group I Individual Life and Variable Life. Bill is a member of the Association for Advanced Life Underwriting. Bill serves on the Boards of Directors of Greenlights for Non Profit Success and Greenlights Back Office.
- "Impact of Regulations on Split-Dollar Life Insurance Arrangements," University of Texas Tax Conference (Austin, Texas; October 2003)
- "Offshore Private Placement Life Insurance," Insurance Distributors International Bermuda) Ltd. 2002 Conference (Paget, Bermuda; July 2002)
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc.
A Registered Broker Dealer and Investment Advisor, Member FINRA/SIPC
is independently owned and operated.
The principal place of business and the state of domicile for is:
6850 Austin Center Blvd., Suite 350
Austin, TX 78731-3132
512.476.6392
is a member of M Financial Group.
Please go to mfin.com/DisclosureStatement for further details regarding this relationship.