Case Study

William Avon Financial

William Avon Financial

Pages 2 Pages

Client Interview | William Avon Financial About The Company AB: Where are you located? WA: North Carolina AB: When did you start your agency? WA: My career in the industry began in 2002 working for a large carrier. Over the first few years, I found I could better serve my clients as an independent agent representing multiple carriers, so I hung my own shingle and started William Avon Agency in 2007. AB: Who do you serve? WA: The agency began with a primary focus in property and casualty, then gradually expanded into financial solutions including life, college planning, retirement and legacy planning as the demand grew. AB: How large is your agency? WA: That’s a tough question. Locally, we have a small team, but nationally, we are a full service IMO (insurance marketing organization)

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