What we offer:
LIFE INSURANCE – Term, Universal Life and Whole Life for families and individuals Funding provided for Buy-Sell Agreements, Key-Employee Insurance, Executive Bonus Plans, & Stock Redemption
INCOME PLANNING – Included establishing IRA accounts, Roth’s, Simple IRAs, and Non-Qualified Investments, 401K accounts, and 401k rollovers, using fixed and index annuities
EMPLOYER BENEFITS – Medical, Group life & AD&D, Dental, Vision & Supplemental products
We offer Fixed, Guaranteed, Tax Deferred Retirement accounts that generate income that you cannot outlive!
what i offer
Annuities
Aflac Supplemental Products
Special Information
Transamerica
About Me
Bill Warren has been proudly serving the insurance and financial needs of the Tulsa metropolitan area since 1984 and has more than 39 years of experience in the insurance industry. Bill graduated from Oklahoma State University with a Bachelor of Science degree, majoring in mathematics and marketing. After teaching high school math for three years, found his place in the insurance industry, offering sound financial advice and retirement planning in addition to working with employers and employees with complete packages of employee benefits.
Bill Warren Enterprises, Inc. dba: Capital Resources and Insurance Services was created in 1990 to educate business owners, families and individuals, and to provide financial awareness for insurance and retirement needs. We do this be having access to more than 20+ life insurance carriers, which are all A.M. Best rated “A” or higher. Bill is a member of National Association of Benefits and Insurance Professionals and has served on their board in various capacities. He has been a member of Tulsa Life Underwriters Association. He has qualified for the Million Dollar Roundtable award 8 times and has qualified in the Top 10 Life and annuities sales 3 out of the last 10 years.
Let's connect!
Visit my socials:
write me
123 Anywhere St., Any City, State, Country 12345
email me
crisbwar@tulsacoxmail.com
give me a call
(918) 274-8416
