When Willie Goldwasser founded Goldwasser & Company (now Goldwasser Insurance Advisors, LLC) in 1972, he set the standard for caring, concern and integrity that has always been the tradition of our company, a firm that has produced in excess of $5 billion of individual life insurance coverage.
In the ever-changing world of business succession and wealth transfer planning, life, and disability insurance, Goldwasser Insurance Advisors has established an excellent record of service to it's clients. “In every instance, we advise our clients, their families and their businesses as we would advise myself, if we were in their situation'”. 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. 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 $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) , Chartered Financial Consultant (ChFC) and Acredited Estate Planner (AEP®) 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.