Broker Check

St. Petersburg Office

6414 1st Avenue North,

St. Petersburg, FL 33710
Bill Poe

Bill began in Life and Health business in 1968 while coaching Varsity Baseball and Basketball at a small school in Northwest Indiana. He left teaching in 1972 and became a full-time agent. He became a partner with McGee, Poe, and Gearhart in Munster IN, representing Indianapolis Life. Sometime around 1980 he added a Property and Casualty division and in about 1988 acquired a Series 7 license and has been providing stocks, bonds, mutual funds, and variable annuities ever since.

Today and for many prior years, he likes to work with self-employed individuals and already retired individuals who need some guidance and assistance with retirement funds and estate planning. Many people have concerns about how their estates can be divided evenly and equitably among their remaining children and how long their money will last.