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Update on the Market: Premium Financing, Private Placement, Life Settlements, Term Life Insurance, Long Term Care This is a follow

Imagine the following queries relative to your retirement planning. by Bill Boersma These are all things I see regularly when

Objective Information Shifting the Balance of Power By Bill Boersma It was the best of times, it was the worst

The Swiss Army Knife of financial tools By Bill Boersma For most of my career I wasn’t a fan of

Reviewing a premium finance annual report By Bill Boersma In the past couple of weeks I’ve received for review two

What you see isn’t necessarily what you get. By Bill Boersma I originally wrote and published this piece in 2019.

Managing Estate Investment Objectives with Life Insurance By Bill Boersma Some years ago an advisor approached me after a presentation

The Illusion of Equal Rates! Why the Crediting Rate Isn’t What It Seems: The Hidden Fees It’s important to know

The IUL marketing insurance companies sell the agents, who in turn, sell the public, doesn’t sit well with me. By

By Bill Boersma Is Variable Life Insurance More Expensive? Maybe, maybe not. It depends.  How’s that?  But seriously, folks, I