Bill Boersma in

Bill Boersma

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Registered Rep and Investment Advisory Representative at Valmark Financial Group
📍 Grand Rapids, Michigan, United States

Bill Boersma is a nationally recognized life insurance consulting expert and the founder of OC Consulting Group. With over 30 years of experience, he provides fee-based analysis, litigation support, and portfolio optimization for high-net-worth individuals and their advisors. He holds CLU and AEP designations and is a frequent speaker and author for financial and legal publications.

Outside of his professional life, Bill has a passion for canning salsas, applesauces, and jams. He approaches this hobby with the same intensity as his work, enjoying the process of making things on a large scale. He mentioned following his wife to Ann Arbor early in their marriage.

Peers have described him as being "magic" with a whiteboard, a testament to his ability to communicate complex topics with memorable clarity.

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Experience
29 Years
Current Role
Registered Rep and Investment Advisory Representative
Job Level
Junior
Location
Grand Rapids, Michigan, United States
Personality Overview

How Bill shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Bill cares about

Life Insurance Optimization
His entire career is built on providing second opinions and optimizing complex life insurance portfolios to ensure they meet client objectives and perform as intended.
Litigation Support
A growing part of his practice involves providing expert witness testimony and litigation support for legal cases involving complex life insurance disputes.
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Career

Work history

9-2021
Registered Rep and Investment Advisory Representative
Valmark Financial Group
1-2010
NAEPC Speakers Bureau
National Association of Estate Planning Councils
Owner
OC Consulting Group, LLC
9-1996
BGA
Advantage Insurance Network
Owner / President
LIS Brokerage
In the press

Media appearances

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Education
1990 - 1992
MBA (almost...got married and followed my wife to Ann Arbor)
Grand Valley State University
1999 - 2001
CLU
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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