Our Associates






Bill Bee is a financial professional with New York Life Insurance Company and is the founder of 'Bee Insured' Benefits Groups. He has attained multiple New York Life Sales President Council* (2019 - 2021) Executive Council* (2020) and is a LifeTime member of the Million Dollar Round Table**, which recognizes the top two percent of the industry's performers. His passion is meeting with his clients and providing them with his experience and knowledge on areas such as retirement, risk-management, estate and business succession planning, and financial goals. Bill received a Bachelor of Science in Business from the University of Alabama in 1980. When he is away from the office, Bill enjoys spending time at his cattle farm in Prospect, TN. Him and his wife, Joann, also enjoy traveling to spend time with their two children and three grandchildren that live in Florida and California. Bill is an avid frisbee golf player and is an Alabama football season ticket holder.

*Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.

**MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.









Joann Bee joined our office in 2007.  Her responsibilities include Client Service Assistance and Office Manager, which aid in greeting and servicing clients and overseeing daily business.  In her free time, she loves to spend time with her granddaughters (Kelley and Maggie) and take her dog, Jack, for walks.





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Kimberly Morton is a service assistant for William Bee in the Pulaski Tennessee office. She joined the staff in May of 2014. Kimberly was born and raised in the Pulaski area. Her current responsibilities include meeting clients, servicing and overseeing daily business.






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