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. Bill is generally introduced by estate planning and business attorneys, CPAs, trust officers, family offices, non- profit leaders and various financial planning professionals.
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 benefitting clients through a pragmatic process.
Whether Bill is sought out for a simple second opinion or to provide the most thorough analysis available, his work is consistently recognized as bringing unparalleled value to policy owners and advisors. Another growing aspect of Bill’s practice is litigation support and expert witness testimony. While his work results in most cases avoiding trial, he has courtroom experience as well as FINRA arbitration experience.
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.
AREAS OF EXPERTISE
Life Insurance Consulting
Analysis & Management
Expert Witness Services
Acquisition & Divestiture Support
Industry Speaking & Education
CIGNA Financial Advisors 1992-1996
Advantage Planning Strategies 1996 – Present
Lawson Insurance Services / LIS Brokerage 1996 – Present Opportunity Concepts / OC Consulting Group 2004 – Present
National & Michigan Association of Insurance and Financial Advisors, Former Pres. Michigan Association of Licensed Insurance Counselors, Former Pres. National and Local Society of Financial Service Professionals, Former Pres. National and Regional Association of Estate Planners and Counsels, Former Pres.
Journal of Financial Service Professionals
Various Estate Planning Counsels throughout the country Various Insurance Associations throughout Michigan Michigan Bankers Association
Michigan Association of CPAs
Michigan Bar and ICLE
Michigan Forum of Estate Planners
Notre Dame Tax and Estate Planning Institute Heckerling Institute approved private seminars
WRITING/QUOTES/MEDIA / FEATURED
Wealthmanagement.com, NAEPC Journal, Accounting Today Wall Street Journal, Trusts & Estates, California Broker, National Underwriter, Washington Post, CNN, Fox Business Network, Grand Rapids Press, Grand Rapids Business Journal, InsuranceNewsNet Magazine, Michigan Lawyers Weekly, Idaho Business Review
Calvin College, BA Business, 1990
GVSU, MB studies, 1990-1992
Chartered Life Underwriter (CLU)
Licensed Insurance Counselor (LIC)
Accredited Estate Planner (AEP)
1444 Michigan Street NE, Grand Rapids, MI 49503
phone: (616) 456-1000
cell: (616) 633-3043
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC OC Consulting and its affiliates are separate entities from Valmark Securities, Inc.