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David Serves The Whitehouse, TX Area As A Independent Insurance Agent

David Newbill CFP® , CPA

LIFE | MEDICARE | ANNUITIES
Local Independent Agent
David Newbill CFP® , CPA - Local Independent Insurance Agent

David Newbill CFP® , CPA

LIFE | MEDICARE | ANNUITIES

Visit Agent's Website

Languages: English

Need Insurance Help?

Call the number below and ask for David to begin getting the help you deserve!

(810) 239-8825
Insurance Policies Offered

  • Life Insurance
  • Annuities
  • Long Term Care Insurance
  • Disability Insurance

  • Medicare Supplement (Medigap)
  • Medicare Advantage
States Licensed In
MI, TX, AZ
Contact Details
Located In
Flint, MI
Phone
(810) 239-8825
Website
Visit Website
Hours of Operation
Mon 09:00 AM - 05:00 PM
Tue 09:00 AM - 05:00 PM
Wed 09:00 AM - 05:00 PM
Thu 09:00 AM - 05:00 PM
Fri 09:00 AM - 12:00 PM
Sat Closed
Sun Closed
Extra Services Offered
Medicare Supplement and Medicare Advantage

About David Newbill CFP® , CPA

RWS Retirement & Wealth Strategies
David has been working with individuals and businesses in the area for 23 years. He has extensive personal and professional experience. He holds the Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP® ) professional designations, and is qualified and licensed to sell a variety of investment and insurance products. David specializes in the formation of your individual financial plan using your current financial position and helping you establish goals for retirement. He is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with David is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a road map to working toward a more secure financial future. He looks forward to helping you pursue your financial goals.

Personal Insurance Coverages Offered

Learn what insurance policies David can help you with. Remember, there are many different coverage types that an independent agent insurance agent can help you with under each category.

  • An an independent insurance agent, David is here to help you find the best life insurance to protect your loved ones, and they can also guide you in choosing an annuity — a product that provides guaranteed periodic payments in return for your initial investment. David offers 4 different types of coverages for life insurance and annuities.

  • As an independent agent, David can assist seniors in exploring Medicare insurance plan options, including Medicare Supplements and Medicare Advantage plans that offer additional benefits. David offers 2 different types of coverages for Medicare insurance.
View All Insurance Coverages

Insurance Services Offered By David

As an independent insurance agent, David isn't limited to just one company like a captive agent. Instead, the agent partners with multiple providers, allowing them to shop around and find the best policy to fit each client's needs. They are also licensed in multiple states that give them a wider range of products to offer their clients as well. Learn more about David insurance services below!

Serving & Licensed In The Following States

A local independent insurance agent can serve and be licensed in multiple states. This allows them to help more consumers with continued relationship during relocation, access to a broader pool of insurance carriers and products, and so much more.

Michigan Texas Arizona

Life Insurance & Annuities Coverages

Below are the life insurance & annuities protections that David can help you out with. Provide financial protections for your retirement years and family for when you're gone with David today!

Life Insurance Annuities Long Term Care Insurance Disability Insurance

Medicare Insurance Coverages

Below are the Medicare insurance protections that David can help you out with. Let David guide you through the complexities of Medicare and get the coverage your deserve today!

Medicare Supplement (Medigap) Medicare Advantage

David Newbill CFP® , CPA Experience With Previous Clients

What better way to trust a local independent insurance agent than through the recommendations of satisfied clients? Build confidence in working with David through the word-of-mouth endorsements of previous customers.

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Get An Instant Quote From David

David offers quote engines that allow clients to quickly get an estimated cost for their policies. Check out the quote engines below to see if the coverage you're looking for is available for an instant quote today!

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