William David Watkins

DOB  Dec. 5, 1941
Born and Raised Cleveland, Ohio
Wife Sue since 1986
Member St. Joseph Catholic Parish, Capitola, Ca since 2015

Graduate Wabash College, Crawfordsville, IN 1964 – BA Spanish & History – Phi Gamma Delta  (attended Univ. of Madrid, Spain – 1962 – 63 –Certificate from New York Univ.) Fluent Spanish

Graduate  Thunderbird School of International Management – Glendale, AZ – MFT -1966

 

Career: Sales & Marketing

Sales Representative – Proctor & Gamble and Johnson & Johnson   1966 – 1969

Life Insurance Agent – Provident Mutual of Philadelphia   1969 – 1980

Professional Designations from The American College, Bryn Mawr, Pa    CLU (Charter Life Underwriter), ChFC (Charter Financial Consultant), Certificates in Disability Income Insurance, Estate Planning and Retirement Planning

Principal – Watkins, Shadur LaVine – Pension Consultants 1980 – 1985

Membership in the Million Dollar Round Table (MDRT) 1972 – 1985

Registered Principal and Managing Executive – Integrated Resources, Inc. (NYSE)   1985 – 1994 Marketing Defined Benefit Pension Plans and investing pension plan assets , consulting and investing IRA “roll-overs”, non- qualified deferred compensation plans and establishing “charitable remainder trusts”.

Totally Disabled due to Depression 1995 – 2005     (Age 55 to 65) – fortunately owned Non-Cancelable, Guaranteed Renewable personal disability Insurance. Received $1,328,000 in Total Monthly Benefits

Founder and Director – Medical Education Tours   2001 – 2005 (Graduate of ITMI, San Francisco, CA 2001) Medical Spanish Education Program for California Nurses in Costa Rica at Centro Panamericano de Idiomas (CPi).

Was Retired  … now Practice Limited to Selling only Disability Income Insurance

 

CA Insurance License # 0383993