Bill Boersma

Inquirer
DISC Type : cd

Registered Rep and Investment Advisory Representative at Valmark Financial Group

Grand Rapids, Michigan, United States

Overview

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.

Personality Overview

Demanding

Hard To Convince

ROI Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople.

Topics They Care 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.
Premium Finance
He frequently writes and posts about the complexities and potential pitfalls of premium financing strategies, advocating for objective, data-driven analysis before execution.

Media Appearances

Bill has no verified media appearances

Work History

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

Education

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

More Information

Social Presence :

Prographics :

Exp : 29 Location : Grand Rapids, Michigan, United States Job Level : Junior Designation : Registered Rep and Investment Advisory Representative at Valmark Financial Group
URL has been copied!

Insights For Selling To Bill

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Tell them that you are there to help them create visible impact within their organization
  • Stress on the business value that your product offers

DONT's

  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bill is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Bill

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Bill move?

  • Their decision making speed is somewhere in the middle.
  • Can Bill take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Bill

Personality Compatibility


Other Valmark Financial Group Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.