Sales Insurance

WILLIAM BIEDA Work: 301-***-****

**** ******* **** ***: 301-***-****

Potomac, Maryland 20854

E-mail: ************@***.***

EXPERIENCE

Principal, Global Insurance Strategies, LLC, Potomac, Maryland

1998 - Present

Provide financial planning, investment, and management consultation to

affluent clientele ranging in net worth from $5 million to $500

million.

Thirty-six (38) years experience in providing estate planning and

intergenerational transfer in hedging strategies to minimize tax

consequences.

Coordinate teams of advisors consisting of estate tax planning attorneys,

investment advisors, actuaries, and CPAs to develop and/or finalize custom

financial plans.

Expanded the client base of high net worth individuals within two years via

word of mouth/Reputation.

Lead complex consulting sessions by providing advice resulting in

optimizing clients' return of investments through tax favored instruments,

increasing executive compensation, reducing federal estate taxes, and

reallocating assets.

Assist clients in transfer of multi-million dollar assets from competing

brokerage houses.

Provide sophisticated on/off-shore tax saving planning which saved clients

more than $200 million in deferred taxes.

Collaborate with advisors to implement investment, pension, insurance, and

estate tax planning strategies.

Work one-on-one with clients to insure clients wishes/needs are met,

particularly insuring client income/investment is safe.

Vice President, Maverick Capital/Scottish Annuity Company, Dallas,

Texas 1997

Traveled internationally to meet clients/prospective clients who were

interested in transfer millions of dollars to off-shore accounts.

Managed 30 - 40 clients with an asset base of $100 million, saving clients

approximately $35 million in tax savings.

Participated in seminars on tax deferrals for hedge-fund clients in London,

New York, Miami, and Geneva.

Created a cash-rich income stream from fees off annuities, which enabled

the company to go public.

Vice President of Estate Planning, Merrill Lynch, Pierce, Fenner, and

Smith, Washington, D.C. 1988 - 1996

Provided estate/financial planning to high net worth clients in

collaboration with the company's 200 financial consultants.

Coordinated pension, trust, and insurance services to solve financial

planning problems.

Facilitated a dramatic rise in assets under management from $25 million to

$240 million.

Led the company in annual premiums of life and annuity sales from 1989

through 1991.

Became one of the Top Ten Producers for ten consecutive years among 100

estate planning specialists.

Generated the highest percentage of business per broker per financial plan

in the company, 1993.

Placed within the prestigious Chairman's Club Member for six years for

producing more than $6 million in revenues.

Promoted to the company's Washington, D.C. flagship office and brought

its profitability from the last to the first quintile.

Estate Planning Specialist, DesMoines, Iowa, 1985 - 1988

Established this centralized office from the ground level and brought its

placement from last out of 100 offices nationwide to 5th in the country

within three years.

Trained financial consultants and ensured compliance with licensing

requirements to provide services to 100 brokers throughout a four-state

territory.

Managed four satellite offices in conjunction with the main office and

increased assets under management from zero to $35 million. Generated

millions in revenues from insurance and annuity premiums.

Provided consultation and direct client support to stock brokers to

customize estate tax financial plans for clients ranging in net worth from

$100,000 to $50 million.

Assisted clients in the transfer securities/assets from other brokerage

houses to Merrill Lynch.

Advanced Planning Sales Agent, Northwestern Mutual Insurance Company,

Omaha, Nebraska 1974 - 1985

Voted into the prestigious Million Dollar Round Table Club and Top of the

Table Inner Circle for generating revenue within the top one tenth of one

percent (.001%) worldwide.

SUPPLEMENT

Licensure: Possess current and up to date securities licenses in MD,

VA, DC, NY,CT,MA, FL,TX, and CA. Series: 6, 7, and 63

Education: B.A., Economics/History, University of Nebraska at Omaha

Military: U.S. Marine Corps., Honorable Discharge

Memberships: Past member of the John Todd Organization, Top of the

Table, and Life Member of the Million Dollar Round Table

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