W. David Watkings, CLU
Income for Disability
"We insure the goose, not the eggs."
Contact:
831-479-4422
artivan@att.net
www.income-for-disability.com
1840 41st Ave #359 Capitola, CA 95010
CA Insurance License # 0383993
Who is David?
William David Watkins
DOB Dec. 5, 1941
Born and Raised Cleveland, Ohio
Wife Sue since 1986
Member St. Joseph Catholic Parish, Capitola, Ca since 2015
Graduate Wabash College, Crawfordsville, IN 1964 – BA Spanish & History – Phi Gamma Delta (attended Univ. of Madrid, Spain – 1962 – 63 –Certificate from New York Univ.) Fluent Spanish
Graduate Thunderbird School of International Management – Glendale, AZ – MFT -1966
Career: Sales & Marketing
Sales Representative – Proctor & Gamble and Johnson & Johnson 1966 – 1969
Life Insurance Agent – Provident Mutual of Philadelphia 1969 – 1980
Professional Designations from The American College, Bryn Mawr, Pa CLU (Charter Life Underwriter), ChFC (Charter Financial Consultant), Certificates in Disability Income Insurance, Estate Planning and Retirement Planning
Principal – Watkins, Shadur LaVine – Pension Consultants 1980 – 1985
Membership in the Million Dollar Round Table (MDRT) 1972 – 1985
Registered Principal and Managing Executive – Integrated Resources, Inc. (NYSE) 1985 – 1994 Marketing Defined Benefit Pension Plans and investing pension plan assets , consulting and investing IRA “roll-overs”, non- qualified deferred compensation plans and establishing “charitable remainder trusts”.
Totally Disabled due to Depression 1995 – 2005 (Age 55 to 65) – fortunately owned Non-Cancelable, Guaranteed Renewable personal disability Insurance. Received $1,328,000 in Total Monthly Benefits
Founder and Director – Medical Education Tours 2001 – 2005 (Graduate of ITMI, San Francisco, CA 2001) Medical Spanish Education Program for California Nurses in Costa Rica at Centro Panamericano de Idiomas (CPi).
Was Retired … now Practice Limited to Selling only Disability Income Insurance
Memberships: Capitola - Aptos Rotary, Santa Cruz Chamber of Commerce, Aptos Chamber of Commerce, Capitola/Soquel Chamber of Commerce
CA Insurance License # 0383993