Biographies – Bonita (Bonnie) L. Williams,  LUTCF,   CLTC,  LTCP

 

In 2007, President, Bonnie Williams opened The Tandem Group®, an independent insurance agency, specializing in long-term care insurance. The agency also provides life insurance, disability income, health, and group products for their clients. Bonnie is licensed to advise clients who reside in NC, SC, PA, TN, VA, WV, and GA. She has earned LUTCF (Life Underwriter Training Council Fellow), the CLTC (Certification for Long-Term Care) and the LTCP (Long-Term Care Professional) designations.

Her 22+ years of experience as an insurance specialist includes being the former co-owner of skilled nursing facilities. Bonnie knows the financial burden and the emotional stress placed on a family when a loved one must be admitted to a nursing home, especially if the individual is not financially prepared for this occurrence, nor has a long-term care insurance plan in place. She is passionate about showing her clients how to remove the uncertainty of their future by implementing customized plan designs into their financial planning portfolio.

In addition to being a past president, Bonnie has served for years on the board of the Charlotte NAIFA (National Association of Insurance & Financial Advisors) holding several positions. She serves as a board member of the NC Insurance and Financial Advisors Foundation. From 2011 – 2016, she has been on the board of the Charlotte Society of Financial Service Professionals. Bonnie is a member of the AALTCI (American Association of Long-Term Care Insurance) as well as a former board member of the Charlotte MBPW (Metropolitan Business & Professional Women) Organization. In addition, she has been a volunteer ambassador at the annual Wells Fargo Golf Tournament in Charlotte, NC since 2008.

Achievements

  • B.A. Degree in Business Administration & Psychology, Immaculata University, PA
  • Licensed Insurance Agent since 1989
  • Licensed Agent in NC, SC, GA, WV, VA, TN, & PA
  • Former co-owner of three skilled nursing facilities
  • Board member of the Charlotte NAIFA (National Association of Insurance and Financial Advisors) Association
  • Member of the Charlotte Chapter of FSP (Society of Financial Service Professionals)
  • Member of the Cambridge Who’s Who of Executives & Professionals
  • Former board member of the Charlotte Chapter of MBPW (Metropolitan Business & Professional Women)
  • Recipient of NAIFA’s 2015 National Advisor of the Year Award
  • Received the prestigious Charlotte NAIFA Association Jack E. Eulitt 2009
    “Board Member of the Year” Award
  • LUTCF (Life Underwriter Training Council Fellow) Professional Designation
  • CLTC (Certification in Long-Term Care) Professional Designation
  • LTCP (Long-Term Care Professional) Professional Designation
  • Board member of the NC Insurance and Financial Advisors Foundation

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