About - OnTrack Financial Group

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About William Czerkies Jr.

William Czerkies, Jr. is a financial professional, CEO, and founder of Ontrack Financial Group, a licensed insurance agency and consulting firm based in Knoxville, TN, which utilizes a private network of financial, tax, and law professionals. One of our primary objectives is to assist our clients in creating more wealth while minimizing risk and tax burdens.

He is a licensed insurance agent for life, accident & health, and legal plans in Tennessee, and life insurance licenses in Florida, Georgia, Michigan, North Carolina, Tennessee, and has been an Independent Associate for Legal Shield from 1999 to the present.

In addition, William Czerkies Jr. has been involved in the acquisition or disposition of 39 manufactured home communities across 8 states with a combined value in excess of 180mm to include over 9,000 pads.

William studied business management at Davenport University in Kalamazoo, MI, and is an alumnus of Rhema Bible Training College, in Broken Arrow, OK.

Personally Held Licenses:

2018-Present: TN Accident, Health, Life and Legal Insurance Sales License # 2266816

2000-Present: Life, Accident Health License in multiple States.

1999-Present: Independent Associate, Legal Shield. Current Title: Sr. Director

2008-2018 Michigan Licensed Real Estate Salesperson

1992-1996: Life, Accident & Health License, MI

Contact Us:

ONTRACK FINANCIAL GROUP
9111 Cross Park Dr., D200. Knoxville TN 37923
Toll Free: 866-891-5651

Disclaimer:
ONTRACK FINANCIAL GROUP is a TN licensed life insurance agency. William Czerkies Jr, is the founder and CEO, and He is a licensed insurance agent for life, accident & health, and legal plans in Tennessee, and life insurance licenses in Florida, Georgia, Michigan, North Carolina, Tennessee and has been an Independent Associate for Legal Shield from 1999 to the present. We do not give legal or tax advice. Nothing on this website is to be construed as a recommendation. Any references to tax free, tax deferred, minimizing taxes, or tax options, are purely for discussion and educational purposes. Individual circumstances undoubtedly vary and how any particular insurance product or insurance strategy affect individual circumstances is something that each person should discuss with a qualified CPA or attorney that is intimately familiar with the product, service or strategy as it relates to the individual’s particular circumstances. Life insurance agents are required to have an understanding as to how each product could be or would be taxed in a general sense. There are certain circumstances that would allow for life insurance distributions to be treated as tax deferred or tax free. How it will apply a particular set of financial circumstances is for the individual to understand and seek tax advice through a CPA. Not all CPA’s or attorneys are familiar with the tax consequences or benefits of various insurance products. We have relationships with third party independent CPA’s and attorneys that we can refer clients to upon request for tax and legal advice as it relates to insurance products that we offer.

ONTRACK FINACIAL GROUP is a TN licensed life insurance agency. William Czerkies Jr, is the founder and CEO, and He is a licensed insurance agent for life, accident & health, and legal plans in Tennessee, and life insurance licenses in Florida, Georgia, Michigan, North Carolina, Tennessee and has been an Independent Associate for Legal Shield from 1999 to the present. We do not give legal or tax advice. Nothing on this website is to be construed as a recommendation. Any references to tax free, tax deferred, minimizing taxes, or tax options, are purely for discussion and educational purposes. Individual circumstances undoubtedly vary and how any particular insurance product or insurance strategy affect individual circumstances is something that each person should discuss with a qualified CPA or attorney that is intimately familiar with the product, service or strategy as it relates to the individual’s particular circumstances. Life insurance agents are required to have an understanding as to how each product could be or would be taxed in a general sense. There are certain circumstances that would allow for life insurance distributions to be treated as tax deferred or tax free. How it will apply a particular set of financial circumstances is for the individual to understand and seek tax advice through a CPA. Not all CPA’s or attorneys are familiar with the tax consequences or benefits of various insurance products. We have relationships with third party independent CPA’s and attorneys that we can refer clients to upon request for tax and legal advice as it relates to insurance products that we offer.

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