Billy Gwaltney
BG

Billy Gwaltney

Linkedin Profile
Disability Insurance Specialist / Founder at Professional Planning Group, Inc. | Harrisburg, North Carolina, United States
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About Billy Gwaltney

  • Billy Gwaltney, as the founder and Disability Insurance Specialist at Professional Planning Group, Inc., has carved a niche in the insurance industry by focusing on own-occupation disability income insurance tailored specifically for physicians, professionals, and business owners. With a deep understanding of the unique challenges...
    Billy Gwaltney, as the founder and Disability Insurance Specialist at Professional Planning Group, Inc., has carved a niche in the insurance industry by focusing on own-occupation disability income insurance tailored specifically for physicians, professionals, and business owners. With a deep understanding of the unique challenges faced by high-earning professionals, Billy employs a strategic approach to disability insurance planning that prioritizes the financial security and peace of mind of his clients. His firm serves a diverse clientele across the United States, ensuring that each individual receives personalized service and expert guidance in navigating the complexities of disability income insurance. In his role, Billy leads key projects that include comprehensive insurance assessments, customized policy recommendations, and ongoing client education regarding the importance of disability coverage. His expertise extends beyond disability insurance; he also assists clients in life insurance planning, helping them secure their financial futures and protect their loved ones. With a strong foundation in strategic planning and sales, Billy excels in building long-lasting relationships with clients, ensuring that their insurance needs are met with the utmost professionalism and care. Billy's skills in customer service, leadership, and team building have been instrumental in fostering a collaborative environment at Professional Planning Group, Inc. His commitment to excellence and his passion for helping clients navigate the often-overlooked area of disability insurance make him a trusted advisor in the industry. As he continues to expand his reach and influence, Billy remains dedicated to empowering professionals and business owners to safeguard their income and achieve financial stability through tailored insurance solutions.
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  • Billy Gwaltney Work

    • Disability Insurance Specialist / Founder at Professional Planning Group, Inc. in August 2009 to Present
    • Insurance Specialist at Retirement & Estate Planning Services, Inc. in June 2007 to September 2009
    • Vice President / Insurance Specialist at Independent executive benefits firm in January 2002 to January 2007
  • Billy Gwaltney Education

    • UNC Charlotte, Bachelor of Science, January 1987 to January 1992
    • The American College, ChFC, CLU, REBC
    • College for Financial Planning, CFP
  • Billy Gwaltney Skills

    • InsuranceDisability InsuranceLife Insurance
      FinanceStrategic PlanningSalesFinancial PlanningHealth InsuranceCustomer ServiceMarketingLeadershipTerm Life InsuranceEmployee BenefitsTeam Building

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  • About Billy Gwaltney's Current Company

  • Frequently Asked Questions about Billy Gwaltney

    • What is Billy Gwaltney email address?
      Email Billy Gwaltney at b***y@ppgcarolinas.com. This email is the most updated Billy Gwaltney's email found in 2025.
    • What is Billy Gwaltney phone number?
      Billy Gwaltney phone number is +1.7047075788.
    • How to contact Billy Gwaltney?
      To contact Billy Gwaltney send an email to b***y@ppgcarolinas.com. If you want to call Billy Gwaltney try calling on +1.7047075788. (updated on May 11, 2024)
    • What company does Billy Gwaltney work for?
      Billy Gwaltney works for Professional Planning Group, Inc.
    • What is Billy Gwaltney's role at Professional Planning Group, Inc.?
      Billy Gwaltney is Disability Insurance Specialist / Founder
    • What industry does Billy Gwaltney work in?
      Billy Gwaltney works in the Insurance industry.

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