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Customized Financial Programs for Retirement

Eager Financial offers tailored financial programs for retirement, designed to fund and grow your nest egg through the strategic use of insurance products. The term "insurance" originates from Old French, meaning to "make safe against attack, to secure." Our mission is to create customized insurance solutions that provide guaranteed and reliable retirement safeguards. By customizing these insurance products, we ensure that you can rest assured knowing your retirement plan is secure and effective.

Consultations

We provide consultations to develop an insurance-based approach that meets your specific retirement needs. Whether in person, over Zoom, or via telephone, our expert guidance and services are at no cost to you. Once you decide on a plan and pricing, payments will be made directly to the financial institution, ensuring transparency and trust.

Contact Us

To get started, call or text us at (203) 833-1357. Let's get to work securing your future!

Fiduciary

For Immediate Release

ContactNational Association of Certified Financial Fiduciaries™8604 Cliff Cameron Dr. STE 187 Charlotte, NC 28269William Eager Earns Certified Financial Fiduciary® DesignationSeymour, CT - Wednesday, January 23, 2019William Eager, the Founder of Eager Health Life & Annuities, LLC, has achieved the prestigious Certified Financial Fiduciary® designation. This places him among a growing number of financial professionals who are committed to always placing their clients' best interests first.

Certification Requirements

To become a Certified Financial Fiduciary®, William Eager met the following rigorous requirements:
  • Exemplified the Highest Standards of Morals, Ethics, and Fiduciary Standards of Service
  • Successfully Completed a Rigorous Training and Certification Process
  • Passed a Certification Exam
  • Passed a Full Background Check and Is in Good Standing with All State and Federal License Requirements
  • The Business Office Was Reviewed for Best Practices and Compliance
  • Completed and Submitted the Signed Certified Financial Fiduciary® Application for Certification
  • Agreed to the NACFF Terms of Awarding and Maintaining Certification
  • Agreed to Abide By and Uphold the NACFF Code of Conduct

About the Certified Financial Fiduciary® Designation

The Certified Financial Fiduciary® (CFF) designation is a professional credential for financial experts who have successfully completed a stringent certification and training process established by the National Association of Certified Financial Fiduciaries™ (NACFF) and The American Financial Education Alliance (AFEA). Recipients of this designation uphold the highest moral, ethical, and fiduciary standards in their advisory services.

Comprehensive Fiduciary Training

The Certified Financial Fiduciary® course is offered in various states across the US. The exam includes multiple-choice questions covering topics such as identifying fiduciary responsibilities, understanding various fiduciary types, fiduciary responsibility triggers, the Best Interest standard, the SEC Best Interest Regulation proposal, and the NACFF Code of Conduct.
For more information about the National Association of Certified Financial Fiduciaries™ and to register online, visit their website https://www.nationalcffassociation.org/ or email info@nationalcffassociation.org.
8514 McAlpine Park Dr. Ste.280, Charlotte, NC 28211 (704) 930-0032
NCFFA WebsiteEmail: NCFFAinfo@nationalCFFassociation.org