| 
| 
Renee Williams
Sales Director
Renee Williams began her life insurance career nearly 15 years ago with a large general agency in Southern California. She was responsible for a variety of agency operations during her tenure there including Contracting and Licensing, Commissions, Securities Assistant to OSJ, Human Resources/Office Manager and New Business/Case Management. She then transitioned to Life and Annuity Sales, specializing in advanced sales and estate planning concepts. Renee earned her Bachelor of Arts degree from California Lutheran University in 1989.
Renee is expert in case design working directly with agents to provide innovative strategies to assist them in presenting and developing solutions that will work toward the client’s goals and financial stability. She excels in educating agents to expand their knowledge base, introduce new sales initiatives and advanced sales concepts. Her “customer service-oriented” approach to her agent relationships combines excellent customer service with experienced life insurance brokerage support. Renee is a valuable resource for Wealth Transfer, Key-Man Insurance and Buy/Sell Agreements, and Premium Financing.