Specialties
About Me
Bill Cleare is currently a 13-year Partner for New York Life's Queens General Office in Rego Park, with a designation of Life Underwriter Training Council Fellow from The America College, National Association of Insurance & Financial Advisors.
Since 2009 Bill as also a proud active member of The National Association of Insurance and Financial Advisors. (NAIFA) He is a proven leader truly committed to attracting, developing, mentoring, and coaching inspiring future financial professionals. Bill’s career mission and vision of his financial practice have been to educate communities about leveraging prudent financial contracts geared to exercise 3 key fundamental principles (Asset Preservation, Asset Accumulation and Lifetime / Legacy Income). Bill and his team of well-trained seasoned financial professionals consult individuals to avoid or resolve common financial pitfalls and bridge their financial gaps in terms of managing debt, hedging inflation, retiring on track, maximizing returns and battle taxation. Knowing the importance of trust, Bill and his team, affectionately referred to as Team Cleare on a daily basis strive to establish and maintain long-term relationships based on sincerity, objectivity and honesty. Team Cleare is famously known for articulating unique, fun and creative financial solutions utilizing a variety of financial protection, asset accumulation lifetime/legacy strategies. Bill has a Bachelor’s in Electro-Mechanical Engineering, minoring in Computer Science from City College of New York school of Engineering. He qualified to become a MDRT member in 2011 and hold a LUTCF designation.
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Interests & Hobbies
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Credentials
LUTCF
Chartered Designations
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Disclosures
Presentations include a discussion of one or more tax-related topics. This tax-related discussion was prepared to assist in the promotion or marketing of the transactions or matters addressed in this material. It is not intended (and cannot be used by any taxpayer) for the purpose of avoiding any IRS penalties that may be imposed upon the taxpayer. This presentation is not intended to provide accounting, legal, or tax advice, and you should consult your own advisors about your particular circumstances, including the consideration of estate or other tax consequences, before implementing this concept. Please understand that New York Life Insurance Company, its affiliates and subsidiaries, and the agents and employees of any thereof, may not provide legal or tax advice to you.