Bill Bowers (L.I.O.N.)

Questioner
DISC Type : c

Owner at 401K Companion R

Dallas-Fort Worth Metroplex, United States

Overview

Bill Bowers is the owner of 401K Companion R, a firm focused on advanced retirement plans. With a background including roles at Allianz and Prudential, and an Associates degree from The University of Texas at Dallas, he specializes in creating tax-advantaged strategies to maximize retirement income for high-earning professionals.

Outside of his financial career, Bill is a veteran of the United States Marine Corps. He served as a Private First Class with a specialty as a Weapons Operator.

He asserts that his proprietary 401K Companion product can double a clients retirement income while paying the associated taxes for pennies on the dollar.

Personality Overview

Price-Sensitive

Value Seeker

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They are more likely than others to negotiate on pricing and terms. They prefer to fully evaluate every situation.

Topics They Care About

Retirement Strategies
His current business is entirely focused on creating advanced retirement plans that aim to solve the future tax problems associated with 401k accounts.
Tax Mitigation
A core pillar of his value proposition is that his "401K Companion" product can pay the substantial taxes due on retirement income for a fraction of the cost.
Financial Services
[Predicted] His extensive career as an owner and representative at firms like Allianz, Prudential, and his own mortgage company shows a deep interest in the financial industry.

Media Appearances

Bill has no verified media appearances

Work History

1-2012
Owner at 401K Companion R
1-2006
Representative at Allianz
2-1990 - 2-2003
Owner at Home Mortgage Services
1-1972 - 1-1988
Special Agent at Prudential Financial
3-1968 - 11-1969
PFC at United States Marine Corps

Education

2007 - 2009
Associate's degree from The University of Texas at Dallas
1964 - 1966
HIgh School Deploma from Poly High School ( Ft. Worth, Tx.)

More Information

Social Presence :

Prographics :

Exp : 50 Location : Dallas-Fort Worth Metroplex, United States Job Level : Junior Designation : Owner at 401K Companion R
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Insights For Selling To Bill

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bill is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Bill

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Bill move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Bill take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Bill

Personality Compatibility


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