Bill Vargas, CLU, ChFC,
There are a lot of insurance agents out there and it may seem like any agent or broker is as good as another. But I am decidedly different. I use the latest technology to review your options in the comfort of your own home using the phone while we share my computer screen.
Let´s face it, insurance jargon can be very confusing. I know the ins and outs of the insurance business with over 40 years of experience, and my inside knowledge of many companies and many products will work to your advantage. In fact, different insurance companies often charge vastly different premiums for the exact same coverage. As an independent agents I am not employed by one particular company. I can find you the best product at the lowest price and select insurance products from among those companies that best address your unique concerns.
I promise to focus our attention on your benefit exclusively.
Contact me today: 845-380-5809 so we
can share my computer screen today!

William Vargas, CLU, ChFC, REBC

Cell 845-380-5809

1145 Rt. 55, Suite # 3 , Lagrangeville, N.Y. 10540


Summary of Qualifications: Insurance and Financial services sales professional. Specializing in Medicare/Medicaid and senior citizens.


Education & Licenses: American College, Bryn Mawr, Pennsylvania.

Professional Designations earned:

Chartered Life Underwriter (CLU),  1995

Chartered Financial Consultant (ChFC),  1995

Registered Employee Benefits Consultant, (REBC)  1996

NASD Series 6, 7,63,65 & 26 , Licensed : Stock Broker, Variable Annuities, Life,


Professional Experience:

         Independent Insurance & Investment Advisor –   July 2013 to Present


KIS Investment Services at Key Bank Dec 2007 to June 2013

           Financial Consultant- Investments & Life Insurance


Investor Services at Provident Bank –IFMG-            July 2004 to 11/07

                    Financial Consultant- Investments & Life Insurance


Bank of New York                                                    Sept 1999 to June 2004

BNY Investment Center-Financial Consultant- 

Investment Consultant responsible for finding the best investment vehicles  for customers of the Bank of New York who are looking for Retirement Planning, Wealth Accumulation, College Funding, Income, Tax Reduction and Probate Avoidance.


         HSBC Brokerage, Inc.                                          Feb, 1997 to Sept 1999

Financial Advisor at five Marine Midland Branches. Responsible for the sale of Mutual Funds, Annuities and Insurance.  Manage and grow client base for the branches and introduce the benefits of financial services. Supervisor of 7 branch based financial advisors.

Ranked 13 out of 99 Financial Advisors Statewide.

         Awards- Oppenhiemer Funds – Presidents Council


The Prudential Insurance Co. -Newburgh, N.Y.          Dec. 1993 to Jan. 1997

Registered Representative: Provided for the needs of over 600 policyholders.             Created and closed sales for life insurance and financial products such as Variable Annuities, Variable appreciable Life, 401K Pension plans, Mutual Funds and  executive benefits by building client relationships. Recipient of the “Rock Of  Gibraltar” award for 100% sales persistency.

National Sales Qualifier.  Sophomore agent of the year.


            Al Signorini & Co.   New City, N.Y.    Mar.  1991 to Dec. 1993

Sales Representative- Sold Life & Health Insurance products to individuals and small businesses.


            William Vargas Brokerage, Inc.  Bronx, N.Y.    Sept. 1970 to Feb. 1991

Licensed Insurance Broker- owned and operated a  Property & Casualty insurance brokerage. Managed staff and sales of insurance for individual and businesses.

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