Professional Profile
Our President, William Luvisi, RFC®, specializes in insurance financial services in the following fields; Employee Benefits, Medicare, Sustainable Retirement Income Fixed Annuities, Fixed Life Insurance via an Irrevocable Life Insurance Trust to pay Estate Taxes, Disability Income, Funding SNT Trusts, Special Risk Cases and Individual Health Insurance under the Affordable Care Act. William Luvisi’s expertise and thorough underwriting experience provides his clients with unprecedented insurance product tailoring to fit their needs. William Luvisi is a featured speaker at many special needs seminars to providers and families. He has appeared on NBC Channel 5 Chicago News as a Long Term Care consultant.
Summary
Our President, William Luvisi, RFC®, specializes in insurance financial services in the following fields; Employee Benefits, Medicare, Sustainable Retirement Income Fixed Annuities, Fixed Life Insurance via an Irrevocable Life Insurance Trust to pay Estate Taxes, Disability Income, Funding SNT Trusts, Special Risk Cases and Individual Health Insurance under the Affordable Care Act. William Luvisi’s expertise and thorough underwriting experience provides his clients with unprecedented insurance product tailoring to fit their needs. William Luvisi is a featured speaker at many special needs seminars to providers and families. He has appeared on NBC Channel 5 Chicago News as a Long Term Care consultant.
Summary
- 40 Years of Group Employer and Individual Underwriting experience.
- Provides Specific, Personal, Insurance Product tailoring after reviewing client health history, financial status, and needs.
- Utilizes National Association of Insurance Commissioners regulated software illustration processes that help protect the lifestyle that you’ve worked so hard to achieve. Mr. Luvisi thoroughly recognizes that having a portion of your Retirement Income Guaranteed for Life, is one of the keys to your long and comfortable retirement.
- Expert Witness Consultant in Life, Long Term Care and Health insurance litigation and divorce cases.