As Vice President of Financial Solutions, Bill Kauffman, CLU®, ChFC®, LLIF leads sales and marketing for Senior Market Sales' Financial Solutions division, which includes annuities, life and long-term care. Under Bill’s direction SMS has added a number of value-added programs to help agents and advisors grow their business, including Total Social Security, Total Client Engagement, Sales Forum and the SMS 360 Process.
Bill started in the insurance industry as an agent for Mutual of Omaha over 30 years ago. He still relies on that field experience in his current role as he and his staff work to help SMS agents grow their business and meet their clients’ needs. Prior to joining SMS in 2008, Bill was vice president for TIAA-CREF in Philadelphia.
Bill has earned a number of designations from the American College, including Chartered Life Underwriter, Chartered Financial Consultant and Life Underwriter Training Council Fellow. He is also a LIMRA Leadership Institute Fellow.