William A. Maloney

CLU, ChFC, CASL

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Phone: 401-828-2090
E-mail:

Education
University of Maine at Orono
Earned the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College

Career Experience
Life Underwriter since 1975
Registered Representative, Equity Services, Inc.
Life and Qualifying member of the Million Dollar Round Table*
Life and Qualifing member of National Life's President Club*
Recipient of National Life Summit Award*
Past member of National Life's Agents Advisory Committee

Professional Specialties
Life Insurance
Trust and Estate Planning Strategies
Retirement Plans
Investments**
Fringe Benefits
Disability Insurance***
Long Term Care (LTC) Insurance***

Business Continuation Planning Memberships
Small Business Council of America
Greater Providence Chamber of Commerce
East Greenwich Chamber of Commerce
R I Life Underwriters Association (RILUA)

*Memberships and Award are based upon sales criteria.


**William Maloney is a Registered Representative of Equity Services, Inc. and offers securities in RI, MA, VT, NY, NJ, NC, and FL. He is also insurance-licensed in MA and RI.

***Long-Term Care and Disability insurance are available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts.  Long-Term Care and disability insurance are not underwritten nor issued by National Life Insurance Company.

William Maloney is a Registered Representative and Investment Advisor Representative of Equity Services, Inc.  Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser, 875 Centerville Road, Building One, Warwick, Rhode Island 02886 (401) 828-2090.  Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company,  Montpelier, VT. Maloney Associates is independent of Equity Services, Inc