InsuranceWebX Mentor Center

Top Leadership Speakers

William Hall III

In July 1999, William (Bill) Hall III opened the doors to Estate and Retirement Consultants, Inc., and by the end of his first six months under the direction of his new mentors, Bill made the prestigious Top of the Table membership list in just half the given time frame. The Top of the Table status is achieved by less than one-half of a percent of financial planners worldwide and is presented by the National Association of Life Underwriters (NALU), the premier association of financial planners. Bill soon began to share his professional services and methods with highly successful professional advisors as well as those entering the industry for the first time. In 2003, Bill hired his second mentor. His mentors taught him how to offer the most value to high-net-worth clients—namely, by helping them maximize their tax savings. By utilizing highly advanced IRS-approved savings plans, tax-advantaged trusts, and gifts to charities, Bill has set up family legacies and, in turn, saved his students and clients many millions of dollars. Advisors who learned Bill's methods are enjoying this same level of success to this day, by utilizing advanced retirement plans and gifts to charities. Supported by a team of experts in accounting and actuarial design, Bill and his team of CPAs and professional advisors can custom-tailor the right plan for each client. William is married to Tracie Hall and has five children and two grandchildren. William enjoys mountain biking playing golf, boating, and spending time with financial clients and advisors