As Managing Partner of Goldwasser & Company, LLC, Willie Goldwasser sets the standard for caring, concern and integrity that has been the tradition of the firm he founded in 1972, a firm that has produced in excess of $4.5 billion of individual life insurance coverage.
In the ever-changing world of business succession and wealth transfer planning, life, and disability insurance, Willie J. Goldwasser has established an excellent record of service to his clients. “In every instance, I advise my clients, their families and their businesses as I would advise myself, if I were in their situation,” says Willie. Our respect for our client’s privacy is absolute. “If we ever feel there may be a conflict in working with a new client, we will refer that client elsewhere rather than chance a future ethical dilemma.”
Willie’s commitment to his clientele is reflected in the recognition he has received over the years from various professional organizations. The Boston Estate Planning Council recognized him as “Estate Planner of the Year” in 2006. The Boston insurance community recognized him as “Person of the Year” in 2003. He is a lifetime member of the internationally renowned Million Dollar Round Table. For 34 consecutive years he has been a recipient of the National Quality Award, given by the National Association of Insurance and Financial Advisors in recognition of outstanding client service. He received the Vincent C. Bowhers Quality Award for recognition of outstanding commitment to the pursuit of professional excellence every year it has been in existence. He is a member of the Boston Estate Planning Council. Willie has spoken on life and disability insurance planning and the transfer of family wealth before professional audiences in 9 countries. He has written articles on the proper and improper use of business and estate life insurance. His firm has provided well in excess of $4.5 Billion in individual life insurance protection.
A graduate of the Georgia Institute of Technology with a Masters degree from Northeastern University, Willie also received the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He has served as president of both the Boston and Massachusetts Life Insurance Producers Associations. He has served on the boards of charitable organizations that have local, national and worldwide impact.