Bill Betz (President)

Biography

As the Managing Principal, Bill is nationally recognized as a top-ranked specialist providing comprehensive estate and life insurance planning solutions for high net worth and ultra-high net worth clients of Banks; Wirehouse; Regional Broker Dealers; Financial Advisors; Portfolio Managers; Independent Financial Advisors, as well as Property & Casualty Firms throughout the Mid-Atlantic Region. He provides sophisticated, client-tailored, tax-efficient estate, asset protection, business succession and charitable planning strategies to the high-net-worth clientele of many highly regarded financial institutions in the United States.

As a Chartered Financial Consultant® and Chartered Life Underwriter® and Certified Exit Planning Advisor, Bill has over 40 years of high-end financial planning experience. His ability to cover the simple to the complex and explain in easy-to-follow terms, has been instrumental in developing long term relationships with trusted Advisors, while successfully implementing sophisticated strategies to protect personal and family wealth for closely held business owners; family offices and sports & entertainment Advisors, nationally.

Betz Financial Advisory

Betz Financial Advisory, LLC is a General Agency and Financial Services firm offering access to the broadest & most distinguished financial distribution inventory available, in addition to Point-of-Sale assistance. Bill’s sons, Adam Betz & Brian Betz joined Betz Financial Advisory as very experienced Point of Sale Specialists and will take over the business in the future, providing continuity to the Brokers; Trusted Advisors & Capitas Financial National Accounts. Bill plans to continue working for the company he and his wife, Jill, founded, supporting the many relationships he has established over the years.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.