CA. Insurance License # 0576106

MY MISSION STATEMENT: Build long term relationship with clients with satisfactory after-service, adhering to the Professional Code of Society of Financial Service Professionals, including its aspirational model standards of exemplary professional conduct as follows:

  • FAIRNESS
  • COMPETENCE
  • CONFIDENTIALITIES
  • INTEGRITY
  • DILIGENCE
  • PROFESSIONALISM

 

PROFESSIONAL EXPERICENCE/ACHIEVMENTS WITH NEW YORK LIFE:

 

  • Agent with New York Life since 1979, a 32-year Senior Nylic;
  • Registered Representative for NYLIFE Securities since 1985;
  • Group Leader of Large Group Sales in 1991;
  • Life Leader for Covina Valley G.O. in 2000;
  • Member of President Council in 2000;
  • Consistent Executive Council Member
  • Life member of MDRT since 1988 (MDRT is recognized throughout the industry worldwide as the standard of excellence in life insurance sales performance.

 

 

 

  • EDUCATION BACKGROUND:

    • A graduate from California State University of Los Angeles.
    • Obtained from American College professional designations of Chartered Life Underwriter(CLU ®) in 1987 and Chartered Financial Consultant(ChFC®) in 1988

 

William Ha is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of California, Texas & Washington.   No insurance business may be conducted outside the states referenced.

William Ha is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of California & Washington.   No offers may be made or accepted from any resident outside the specific state(s) referenced.

Variable products available through William Ha in CA only, no offers may be made or accepted from any resident outside the specific state referenced.

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