Robert G. Dye, CLU

Phone: 601-948-0030
Fax: 601-948-0041
E-mail:

Bobby is a Principal of The William Morris Group, PA in Jackson, MS. He is the founder of a network called The Strategic Planning Alliance. The Alliance consists of several attorneys, investment advisors, accountants, and insurance agents. He is a Life Member of the Million Dollar Round Table* and a consistent Court of the Table Qualifier*. He is a graduate of the University of Mississippi with a degree in Business Administration. He has been a financial representative since 1981.

His specialty is in the design and implementation of the 412(i) Defined Benefit Plan. As a member of National Financial Partners, he assists with several financial professionals across the country and throughout the Southeast on the proper design of these plans. In addition to his specialty of 412(i) designs, he enjoys asking his clients in-depth questions so he can encourage them to achieve their personal and business goals, utilizing his expertise in Corporate Insurance Buy-Sell Agreements, Key-Man Insurance, Golden-Handcuff Split Dollar Plans and Estate Planning strategies.

His personal approach to these services requires an ongoing relationship with his clients as their needs and goals change. Bobby has access to products and services from some of the largest and most stable insurance companies in the world. His practice is built around representing his clients’ needs and not the insurance company.

I am licensed to sell insurance in Mississippi. I cannot communicate with, or respond to requests from, people who reside in states where I am not licensed to conduct insurance or securities business.

*Membership is based on sales criteria.