Independent, Common Sense, Risk Management Solutions

Independent, Common Sense, Risk Management SolutionsIndependent, Common Sense, Risk Management SolutionsIndependent, Common Sense, Risk Management Solutions

Independent, Common Sense, Risk Management Solutions

Independent, Common Sense, Risk Management SolutionsIndependent, Common Sense, Risk Management SolutionsIndependent, Common Sense, Risk Management Solutions
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Welcome

  Bill Stant has worked in financial services since 1996. He is focused on risk management. Sometimes this requires insurance. Sometimes it involves investing. Sometimes both are needed. Sometimes neither are appropriate. But it never hurts to HAVE A PLAN.

Check out the offerings below and, if you think there may be a fit between your needs and Bill's services, feel free to email, or call anytime to schedule a consultation.

Bill never charges for listening, on the phone or in person, or for reading and responding to email.

(812) 988-6793 or BillStant@emailsri.com

  

Check the background of investment professionals on FINRA’s BrokerCheck.

Bill Stant

Find information about Bill and his colleagues at SharePower Responsible Investing on facebook at:

https://www.facebook.com/SharePower-Responsible-Investing-972970092811002 

Read about our founding at Green America:

 https://www.greenamerica.org/story/sharepower-responsible-investing
email Bill at: BillStant@emailsri.com 


  Offering;

  • Socially Responsible Investing (SRI) - There is a reason it was SRI before it became ESG.
  • Portfolio Management and ESG Screening integrates your concerns into securities selection:
    • E is for environmental concerns such as climate change and global warming, clean air and clean water, fossil-fuel-free and alternative energy and carbon-reduction, biodiversity and conservation.
    • S is for Social Justice concerns, including income and wealth inequality, racial oppression, gender equality, and sexual oppression. Bill believes that social injustice inherent in capitalism is what drives environmental degradation and climate change. You cannot fix the E without first confronting the S in ESG.
    • G is for corporate governance concerns and effective and robust government regulation of all private business. Bill avoids investment in companies and investment products with records of hostility toward and resistance to state and federal regulation. Bill avoids investing in companies that are hostile to unions and that actively undermine the rights of workers to organize and bargain collectively for improvements in pay and working conditions. Bill seeks to invest in companies that operate democratically, including providing voting seats on Boards of Directors for rank-and-file employees. Bill seeks out investments in companies and investment products with a solid commitment to Corporate Social Responsibility. Bill avoids investments in companies and investment products for whom ESG is really only a marketing strategy and for whom G turns out to involve greenwashing.
  • Exceptions to SRI and ESG: Sometimes the pursuit of financial security for you and your family requires investments or insurance products that do not meet SRI and ESG standards. Bill discloses this to clients wherever he finds it. Bill will not let a commitment to SRI interfere with your goals.
  • Financial Planning for Retirement
  • Retirement Accounts
  • Traditional IRA
  • Roth IRA
  • SIMPLE & SEP IRA
  • Beneficiary IRA
  • 401k
  • Variable and Equity-Indexed annuities

L. B. Stant and Associates was created in 1980 by the late Lou Stant. Bill took over in 1996. Bill maintains life and health insurance licenses to assist with risk management whenever an insurance solution is appropriate. Bill's insurance email address is: Bill@billstantinsurance.com


Offering:

  • Long Term Care Insurance, Traditional and Hybrid
  • Partnership Long Term Care Insurance
  • Medicare Supplement/Medigap
  • Medicare Advantage and Part D Rx
  • Health Insurance under age 65
  • Disability Insurance
  • Life Insurance
  • Employee Benefits
  • Fixed Annuities



 

CALL BILL OR LEAVE A MESSAGE AT (812) 988-6793 (offiice/home) or (812) 345-1033 (cell) 

Investing involves risk including possible loss of principal. Different types of investments carry varying degrees of risk and clients and prospective clients should be prepared to bear investment and original principal loss. Investing, including ESG or Socially Responsible Investing, does not guarantee any amount of success. Neither Bill Stant, L. B. Stant and Associates, SharePower Responsible Investing, nor Cambridge Investment Research, Inc. provide tax advice to our clients, and all investors are strongly advised to consult with their tax advisors regarding any potential investment.

  

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and BillStant.com are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, IL, IN, KY, MD, NM, OH and OK. No offers may be made or accepted from any resident outside the specific states referenced.


The information is being provided strictly as a courtesy. When you link to any website URL provided herein, BillStant.com makes no representation as to the completeness or accuracy of information provided at such sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.


Branch Office: 233 East Redwood St., Suite 400G, Baltimore, MD 21202 • (866) 610-8752


SharePower Responsible Investing, L. B. Stant and Associates, and Cambridge are not affiliated.

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BillStant.com // BillStant@emailsri.com

P.O. Box 1700, Nashville, IN 47448 US

(812) 988-6793 office/home // (812) 345-1033 cell

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