William S. Morris [ChFEBC℠]
689 Rivendell Blvd
Osprey, FL 34229
Original Certification Date: 11/12/2009
ChFEBC℠ Number: 11M0WO019
Organization: SFG Federal
Broker Dealer: Cape Securities, Inc
Phone: 941-927-1050
Cell: 941-927-1050
Fax: 941-927-1070
Email: bill@sfgfederal.com
Website: www.sfgfederal.com
States Currently Licensed: AL, FL, GA, KS, MS, NC, TX – I partner with Financial Independence Group – FIG Marketing as my Independent Marketing Organization – IMO, Located at 19520 W Catawba Ave #200, Cornelius, NC 28031
Primary Insurance: I partner with a wide range of highly rated companies that offer life insurance, long term care insurance, fixed indexed annuities, and variable annuities such as: Allianz Life, American Equity, American General, American Global, AXA Equitable, F&G Life, Great American, Jackson National, Lincoln Financial, Metlife, Nationwide, One America, Pacific Life, Protective Life, Principal, Prudential, Sammons, Securian, Transamerica, Voya
Primary Investment: Registered Representative and Investment Advisor Representative of Cape Securities, Inc and Cape Investment Advisory, Inc. Located at: 1600 Pennsylvania Avenue, McDonough, GA 30253
Services: I offer a wide range of sound financial products and services for both now and in retirement, in an easy-to-understand, no-hard-sell manner. Because I have relationships with a variety of financial services companies, it provides the resources to offer you solutions that can help you achieve your own financial independence. Services: income strategies, pension maximization, survivor benefits, Fed Employees > Group Life Insurance (FEGLI) & Thrift Savings Plans (TSP) for both the Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS).
Additional Information: Bill helps you fully understand the often confusing maze of your Federal Benefits. Bill holds a Series 7, 63 and 65 financial licenses for over 35 years, along with the 215 Life, Health & Variable Annuity insurance license