Bill Waxman is a invaluable resource to Mack Financial, providing considerable experience and knowledge working with families to craft sophisticated family wealth plans. His extensive knowledge of private placement life insurance and investments services as a foundation for the firm.
Bill is the co-founder of Waxman Lawson & Cavner, based in Austin, TX which commenced operations in its current form in 1992. Bill and his partners created some of the first private placement contracts in the country as well as offshore.
In 2018, he sold his interest in Waxman Lawson Financial and joined his long-time friend and partner, Richard Mack at Mack Financial, headquartered in Indianapolis, Indiana.
Waxman’s career as a life insurance professional spans more than 40 years in which he has developed extensive knowledge and is a regular speaker on topic including financial, estate, private placement insurance, business continuity, offshore life insurance, and pension planning. He has been a principal with the M Financial Group since 1988.
