Kristin Williams
EVP at Succession Capital Alliance- Claim this Profile
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Bio
Experience
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Succession Capital Alliance
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United States
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Insurance
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1 - 100 Employee
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EVP
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Nov 2023 - Present
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NFP
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United States
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Insurance
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700 & Above Employee
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SVP Strategic Resources
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Oct 2013 - Nov 2023
Kristin is working as the Advanced Sales Attorney for National Financial Partners. Kristin is working as the Advanced Sales Attorney for National Financial Partners.
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John Hancock
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United States
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Financial Services
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700 & Above Employee
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AVP & Associate Counsel
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2007 - Nov 2023
Kristin has had two AVP/Associate Counsel positions at John Hancock. Currently, Kristin is providing legal counsel to the Insurance Product Development Group. In that role she has been responsible for redrafting John Hancock's existing Life Insurance Contract to improve speed-to-market, consumer-relations, and company liability. She has also provided the Insurance Product Development Group with legal counsel, been instrumental in creating patent applications, worked to ensure that the… Show more Kristin has had two AVP/Associate Counsel positions at John Hancock. Currently, Kristin is providing legal counsel to the Insurance Product Development Group. In that role she has been responsible for redrafting John Hancock's existing Life Insurance Contract to improve speed-to-market, consumer-relations, and company liability. She has also provided the Insurance Product Development Group with legal counsel, been instrumental in creating patent applications, worked to ensure that the insurance products comply with state regulations, and providing guidance in matters of minimizing and mitigating corporate risk. Prior to joining the Insurance Product Development Group, Kristin worked as an Advanced Markets Attorney, providing tax analysis and sophisticated case design to brokers, producers, underwritings, and legal advisors. Kristin has particular expertise in the areas of split dollar agreements, long-term care insurance, and the use of life insurance in sophisticated estate planning and wealth transfer. Using this expertise, Kristin has frequently been published and has been asked to be a speak at many different venues. Before going in-house with John Hancock, Kristin worked as an associate at Tarlow, Breed, Hart & Rodgers, focusing on estate and business planning. Show less Kristin has had two AVP/Associate Counsel positions at John Hancock. Currently, Kristin is providing legal counsel to the Insurance Product Development Group. In that role she has been responsible for redrafting John Hancock's existing Life Insurance Contract to improve speed-to-market, consumer-relations, and company liability. She has also provided the Insurance Product Development Group with legal counsel, been instrumental in creating patent applications, worked to ensure that the… Show more Kristin has had two AVP/Associate Counsel positions at John Hancock. Currently, Kristin is providing legal counsel to the Insurance Product Development Group. In that role she has been responsible for redrafting John Hancock's existing Life Insurance Contract to improve speed-to-market, consumer-relations, and company liability. She has also provided the Insurance Product Development Group with legal counsel, been instrumental in creating patent applications, worked to ensure that the insurance products comply with state regulations, and providing guidance in matters of minimizing and mitigating corporate risk. Prior to joining the Insurance Product Development Group, Kristin worked as an Advanced Markets Attorney, providing tax analysis and sophisticated case design to brokers, producers, underwritings, and legal advisors. Kristin has particular expertise in the areas of split dollar agreements, long-term care insurance, and the use of life insurance in sophisticated estate planning and wealth transfer. Using this expertise, Kristin has frequently been published and has been asked to be a speak at many different venues. Before going in-house with John Hancock, Kristin worked as an associate at Tarlow, Breed, Hart & Rodgers, focusing on estate and business planning. Show less
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Tarlow Breed Hart & Rodgers, P.C.
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United States
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Law Practice
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1 - 100 Employee
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Attorney
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2005 - 2007
Kristin worked as an Estate and Business Planning attorney, drafting sophisticated estate and business planning documents and provided legal and tax advice to clients. Kristin worked as an Estate and Business Planning attorney, drafting sophisticated estate and business planning documents and provided legal and tax advice to clients.
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Education
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University of Washington School of Law
Master of Laws (LL.M.), Taxation -
Suffolk Law School
Doctor of Law (J.D.), Law