Bill Boersma

Role: Valmark Financial Group
Location: Grand Rapids, MI, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Bill Boersma

I’m a life insurance guy. Analysis, consulting, management, second opinions, litigation…

Experience

Valmark Financial Group
Present

Skills

Retirement Planning
Charitable / Philanthropic Planning
Small Business
Public Speaking
Estate Planning
Business Continuity Planning
Financial Analysis
Retirement
Life Insurance
Finance
Fixed Annuities
Estate Tax Planning
Intergenerational Wealth Transfer
Expert Witness & Litigation Support
Life Insurance Portfolio Optimization
Strategic Planning
Wealth Management
Executive Benefit Strategies
Financial Advisory
Portfolio Management
Banking
Succession Planning
Risk Management
High Net Worth Insurance Planning
Mergers & Acquisitions
Business Planning
Coaching
Life Insurance Policy Valuations
Insurance
Investments
Employee Benefits
Term Life Insurance
Consulting

Contact information

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Work email
•••••@valmarkfg.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Valmark Financial Group

Financial Services · 219 employees · Founded 1963 · Akron, Ohio, United States

Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

valmarkfg.com

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