skip to main content
Main Menu
Kyle Financial & Insurance Solutions Logo
Kyle Financial & Insurance Solutions

William "Bill" T. Kyle

Financial Advisor
  • WHO WE ARE
    • Meet Our Team
    • Our Professional Resources
    • Our Firm
    • Our Strategic Alliances
  • WHAT WE DO
    • Our Services
    • Our Products
    • Our Process
  • CLIENT EDUCATION
    • Concept Pieces
    • Video Learning Library
    • Calculators
    • Newsletter
  • CLIENT LOGIN
    • NYL Virtual Service Center
    • NYLife Securities
    • MainStay Funds

Meet Our Team


William Kyle headshot
Linkedin

William "Bill" T. Kyle, CLU®, ChFC®

William Kyle started in the financial services industry in 1982 as a general practitioner. He specializes in coordinating and implementing insurance solutions to fund business succession plans, executive benefits, wealth and asset protection, as well as estate, legacy, and philanthropic planning.

William works one-on-one with his clients through a holistic consultative process, starting with clarifying their objectives and finalizing with on-going service. Learn more about his process here.

William holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations through the American College. He is currently a Qualifying and Life Member of the Million Dollar Round Table (MDRT) and has been since 1983. MDRT is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. He has been the past president of the Northern California Association of Insurance and Financial Advisors (NAIFA), and is involved in the local Estate Planning Council. William is also involved in the Chico Noon Rotary Club.

William moved to Chico in 1976 to attend Chico State University, and married his wife Lynn in 1980. They have one daughter, Jennifer. On his off time, William enjoys golfing and traveling, as well as watching his daughter compete in the American Quarter Horse arena.


Lynn Kyle headshot

Lynn Kyle

Lynn has worked with Kyle Financial and Insurance Solutions since its inception. She primarily manages all of the new case work in the office, from submitting applications, working with underwriting, all the way through to the policy issue. Lynn is also responsible for office administrative work and helping clients on a daily basis. Lynn is married to Bill.


Terry Burgess headshot

Teri Burgess

Teri joined Kyle Financial and Insurance Solutions in 1999, and along with Julie, is the backbone of the office. She handles customer service, helps with policy service and schedule and maintain Bill's calendar.

Disclosure

William Kyle is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0628384), CO, ID, NC, NV, NY, OK, OR, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, William Kyle is licensed and authorized to offer insurance in California, but Kyle Financial & Insurance Solutions may not be. For additional information on California licensure status, please click here.

William Kyle is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 148 W 4th Ave, Chico, CA, 95926, (530) 893-1315. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, NC, OR, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

William Kyle is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, NC, OR, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

William Kyle is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Kyle Financial & Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Kyle Financial & Insurance Solutions nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Kyle Financial & Insurance Solutions

William "Bill" T. Kyle

Financial Advisor
  • WHO WE ARE
    • Meet Our Team
    • Our Professional Resources
    • Our Firm
    • Our Strategic Alliances
  • WHAT WE DO
    • Our Services
    • Our Products
    • Our Process
  • CLIENT EDUCATION
    • Concept Pieces
    • Video Learning Library
    • Calculators
    • Newsletter
  • CLIENT LOGIN
    • NYL Virtual Service Center
    • NYLife Securities
    • MainStay Funds
  • LOCATION

Copyright . New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices