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Trust, Integrity & Service
The SAMG Team
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William M. Upson, CLU, CHFC
CHARTERED LIFE UNDERWRITER
CHARTERED FINANCIAL CONSULTANT
Bill Upson is a Financial Advisor and separately a
Registered Representative of Royal Alliance, offering securities through
Royal Alliance Associates Inc., possessing (Series 7, 24, 65) and Life
Licenses. He is a member of the Million Dollar Round Table and has
provided insurance and investment solutions since 1982. He is also the
author of the 2000 book Long Term Care...Alternatives and Solutions,
and co-author of the recently published book Orderly Affairs -
Pathways to Financial Freedom for Everyone.
Bill founded Strategic Asset Management Group in 1986.
His business focus is in the areas of income and estate tax planning for
high net worth individuals, successful professionals, business owners,
and retirees. In dealing with his clients, he seeks to reduce their
individual and corporate income taxes, as well as their estate taxes.
This focus increases net worth, reduces personal liability, and
increases income on a tax-favored or tax-free basis. |
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Bill graduated from the University of Connecticut and
completed courses at New York University. He is a Chartered Financial
Consultant (ChFC) and Chartered Life Underwriter (CLU). He conducts
seminars regarding income and estate tax reduction techniques,
charitable gifting and trusts, tax planning for corporations, and the
vagaries of long-term care and Medicare insurance.
Personal Background
Bill and his wife have two children and have just become
grandparents. Bill enjoys bike touring, skiing and travel. Other
current/past activities and accomplishments include:
• Career Agent of the Year Award from AmerUs Life
• Board Member of the Mt. Diablo Silverado Council, Boy Scouts of
America
• Board Member of the American Cancer Society
• Board Member of Habitat for Humanity
• Trustee of the BSA Endowment Fund
• Founder of the Eagle Scholarship Fund
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CLIENT SERVICES |
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Janice Kraft has been providing insurance
customer service for over ten years and has worked in the
financial services industry for the past seven years.
She attended Macomb Community College and the University of
Hawaii, majoring in business. Janice and her husband, Gail,
have two daughters in college. |
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Nanette Conkel has been in the financial
service industry for 5 years. She is currently completing her insurance
license and her securities license.
She graduated from California State University at
Hayward as an ABA approved Paralegal. She continues to pursue her BA in
Business. She has extensive experience in the customer service area
having been the manager for North American Van Lines High Value Products
division for many years.
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In her leisure, time, Nanette
enjoys the theatre, reading and the symphony, biking, hiking and
running. She is fond of the Century Bike rides and ran her 1st
marathon last year! |
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