What Wealthy Clients & Their Advisors Need to Understand About Life Insurance

Date: Tuesday, June 18, 2024
Time: 8:00am - 9:30am
Location: Grand Rapids Community Foundation 185 Oakes Ave SW, Grand Rapids, MI 49503, Suite 1100, Great Lakes Conference Room
Speaker: Bill Boersma

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Please join us on June 18 for a presentation and discussion with our very own Bill Boersma:

What Wealthy Clients and Their Advisors Need to Understand About Life Insurance

Bill has spent his entire career specializing in life insurance. He predominantly works with wealthy business owners and professionals regarding insurance for estate planning, business succession and charitable strategies.  In his presentation, Bill will address two highly relevant topics: 

  • Why are people talking about Private Placement Insurance and why is the government paying attention?
  • What are the implications of the impending estate tax law changes and life insurance?

 

If time allows, Bill will also cover the following:

 

  • Indexed Universal Life… is it what you think it is?
  • Whole Life vs. Variable Life vs. Indexed Policies vs. Traditional UL vs. Guaranteed UL… the Whys and Whats
  • Where are we with Premium Financing and what to understand?
  • Why is my Expert Witness and Litigation Support work booming?

WHAT:         Light breakfast, presentation, and networking

WHEN:        June 18, 8AM - 9:30AM

WHERE:      Grand Rapids Community Foundation, 185 Oakes St. SW

PARKING:   On-street with MOTU app or Ellis lot at 90 Market Ave

COST:           No cost to current members; $25 for non-members

 

About Bill Boersma: 

Recognized nationally as an expert in life insurance, Bill utilizes his experience and expertise to be an effective ally for policy holders and their professional advisors. From designing strategies to implementing solutions to ongoing management and consulting, he tends to challenge industry orthodoxy and provides a refreshingly candid take on life insurance while benefiting clients through a pragmatic process. 

Bill has written for, been featured in or quoted by a number of financial and industry periodicals, websites, radio and television. He regularly speaks for estate planning councils, legal, accounting and trust management conferences and financial and insurance associations. Since 2004, Bill has worked with Opportunity Concepts / OC Consulting Group, a nationally operating life insurance consulting, analysis, research and management practice. Brought in by attorneys, CPAs, family offices, non-profits and financial professionals, OC offers expertise critical to proper procurement and ongoing management of life insurance assets as well as a track record of fixing problems. 

 

ACADEMIC BACKGROUND

Calvin College, BA Business, 1990

GVSU, MBA studies, 1990-1992

PROFESSIONAL LICENSES

Chartered Life Underwriter (CLU)

Licensed Insurance Counselor (LIC)

Accredited Estate Planner (AEP)


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