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Michael V. Williams
Mr. Williams is Founder and President of AFM. Mike has unique expertise in financial product development, the creation of unique marketing concepts, and the successful coordination of independent marketing organizations for distribution purposes.
In the Private Placement Insurance arena, where AFM focuses a great deal of attention, Mr. Williams is able to innovatively provide High Net Worth Investors with access to AFM’s manager combinations on a very tax efficient basis. Mr. Williams is committed to the proposition that protecting the accumulated wealth of the “high net worth investor” should not come with the expectation of significant loss of upside potential.
Mr. Williams held management roles from 1990 until 2002 with Western Reserve Life Assurance Company or Ohio (WRL), an AEGON USA business unit. Initially Mike was responsible, as a Regional Vice President, for recruiting representatives for Aegon USA’s proprietary Broker/Dealer, InterSecurities, Inc., Then in 1996, Mr. Williams was promoted to Vice President for the express purpose of establishing a wholesale division for WRL in support of outside Broker Dealers. Ultimately, this resulted in the management of a network of over 550 Broker/Dealer allies. Building on this foundation, Mr. Williams was then engaged to develop the Strategic Alliance Business Unit (SABU) for the Equity Group of WRL’s parent company, AEGON USA. The SABU initiative was to strategically coordinate the outside Broker/Dealer network with highly qualified Independent Insurance Marketing Organizations (IMO’s) in order to further those relationships with the Broker/Dealer community and develop variable life and variable annuity business for the WRL. Mike held this position at WRL until the fall of 2002, at which time he left in order to establish AFM.
Mr. Williams began his financial services career with Aetna, specializing in advanced marketing prior to purchasing an independent insurance agency, and subsequently establishing an SEC registered Broker/Dealer. Mr. Williams is a graduate of Southern Illinois University with a degree in Business Management. Mike holds a Series 66 license in the state of Florida. |
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