William Meredith

Questioner
DISC Type : c

Consultant at Cash Value Lending

Scottsdale, Arizona, United States

Overview

William Meredith is a consultant specializing in preserving the value of life insurance policies. He partners with agents to prevent policy lapses or surrenders, protecting them from chargebacks while ensuring clients can access cash and retain a portion of their death benefit. He holds a BS from Coastal Carolina University and is certified in Life & Health.

During his time at Coastal Carolina University, William took on a leadership role as the Vice-President of the Tau Kappa Epsilon fraternity. He is likely an avid supporter of his alma maters sports teams.

His professional philosophy is that "it’s not the products we sell it’s the stories we tell. "

Personality Overview

Price-Sensitive

Cautious & Analytical

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. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Policy Value Preservation
His core focus is providing solutions that prevent life insurance policies from lapsing or being surrendered, helping clients maintain their financial security.
Agent Partnerships
He actively partners with insurance agents to protect their residual income and shield them from chargebacks when a client's policy is at risk.
Strategic Networking
He emphasizes building strong professional connections and partnerships, as shown in his recent meetings with other financial professionals.

Media Appearances

William has no verified media appearances

Work History

11-2025
Consultant at Cash Value Lending
4-2024 - 11-2025
Regional Vice President at Corebridge Financial
3-2022 - 4-2024
Business Development Consultant at Synchronize
6-2019 - 4-2024
Regional Director at SBG, Inc.
11-2008 - 6-2019
Brokerage Manager at Insurance Designers of Kansas City

Education

BS from Coastal Carolina University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Scottsdale, Arizona, United States Job Level : Mid-senior Designation : Consultant at Cash Value Lending
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured
  • 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 William 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 William

  • 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 William move?

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

  • Can William take some risk or not?

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

You And William

Personality Compatibility


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