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    William H. Haak

    LUTCF®


    Check the background of this investment professional on FINRA's BrokerCheck

    About William

    BUSINESS PHILOSOPHY

    I provide service, whether it be financial or just plain service, to my clients and prospective clients, thus assisting them in maintaining the lifestyle that they require through life’s many changes.

    By focusing not only on the accumulation, preservation, and distribution of my clients assets, but attempting to protect these assets that may be jeopardized by life’s many unexpected events. The products and services offered will be adjusted not for my benefit, but for each individual client’s unique situation.

    I accomplish this through continued education in the financial and insurance industry, and by keeping my high level of integrity, dedication, and professionalism that my clients have come to expect.

         QUALIFICATIONS

    • 44 years experience in Insurance Products
    • 24 years with MetLife
    • Registered Representative and Investment Advisor Representative, MetLife Securities, Inc.
    • Series 6, 63 Registrations
    • National Quality Award 6 times
    • Licensed to sell Life insurance in

    DC, KY, OH, GA, MD, NC, NJ, NY, PA, VA

    • Registered to offer Securities products in

                    OH, NC, NY, PA

    • Former Branch Mgr, Mass Mutual

     

    ORGANIZATIONS

    • Member, Basilica of St. John Church, Usher, Altar Server
    • Member, Basilica of St. John Guild
    • Member, Phi Mu Alpha Symphonia, Professional Honorary Music Fraternity 

     

    PRODUCTS AND SERVICES

    • Whole Life Insurance
    • Term Insurance
    • Universal Life Insurance
    • Variable Universal Life Insurance
    • Long Term Care Insurance
    • Disability Income Insurance
    • Mortgage Protection

    (through life insurance and disability income insurance)

    • Fixed & Variable Annuities
    • Tax Sheltered Annuities, 403 (b) plans
    • Roth IRA
    • IRA Consolidated Rollovers
    • Retirement Planning
    • Pension Payout Alternatives
    • Pension Rollovers
    • IRA Transfers
    • Mutual Funds
    • Estate Conservation Strategies
    • Education Funding Strategies
    • Charitable Giving Strategies
    • Auto & Home Insurance (KY, NC, OH)

    BUSINESS SERVICES

    • Simple IRA Plans
    • Buy Sell Agreement Funding
    • Cross Purchase Insurance
    • Key Employee, Executive Bonus Insurance
    • Business Overhead Expense Insurance
    • Disability Income Insurance

    PERSONAL

    • Resident of Lake Cable, Jackson Township, Canton, OH, 44 years
    • Married to Jan, 49 years, four children, five grandchildren, and five grand dogs
    • Bachelor of Music in Education, Dana School of Music, Youngstown State University
    • Former School Teacher and Orchestra Director

     

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    William H. Haak LUTCF® is a registered representative of and offers securities through MSI Financial Services, Inc., Member SIPC, 5600 Blazer Parkway, Suite 100, Dublin, OH 43017, Tel: (614) 792-1463

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    District of Columbia, Kentucky, Ohio, Georgia, Maryland, North Carolina, New Jersey, New York, Pennsylvania, Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    Ohio, North Carolina, New York, Pennsylvania

    William H. Haak LUTCF®, Uniontown, OH

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