Opportunity Concepts

Insurance Consultants

Contact Information:

Opportunity Concepts
146 Monroe Center Nw, Suite 710
Grand Rapids MI, 49503
(616) 456-1000
www.opportunityconcepts.com

Opportunity Concepts, LLC, is a life insurance consulting practice located in downtown Grand Rapids, MI. We are brought in by estate planning attorneys, accountants, trustees and high-end financial and insurance professionals to perform third party, independent policy audits and performance reviews. Our analysts bring a wide range of services imperative to proper procurement and ongoing management of a life insurance portfolio from simple second opinion work to in-depth actuarially defensible analysis to strategy development and implementation. Actively managing life insurance mandates attention and tools seldom available to most consumers and advisors. We illustrate strategies to optimize performance and avoid the inevitable disappointment and potential financial repercussions of an unmanaged policy.

Managing Life Insurance
Press Release
Dispelling the Myths of Life Insurance. Life Insurance is a complex and dynamic financial instrument. Life Insurance Maintenance vs. Management. Life Settlements. Professional Advisor's Role.

T&E Interview: Bill Boersma
Publisher of Trusts&Estates, Rich Santos, Interviews Bill Boersma about Fee-Based Life Insurance Consulting

Rating

Poor

Outstanding

Review title

Review

800 characters left

DUE DILIGENCE: Merrill Edge on Hiring Binge, Gets One-Third of Clients From FA Referrals
Wed, 22 Feb 2012 21:30:00 +0000

The Family Office Rule
Wed, 22 Feb 2012 19:00:00 +0000

Five-year Rule Proposal
Wed, 22 Feb 2012 19:00:00 +0000

Nuggets From Heckerling: Part I
Wed, 22 Feb 2012 19:00:00 +0000

YIELD OF DREAMS: No More Clownin’ Around - It’s a Zero Sum Game
Wed, 22 Feb 2012 16:06:00 +0000

LETTER FROM DALLAS: Day three at T3 – A Fidelity Robot in the Hall
Wed, 22 Feb 2012 15:59:00 +0000

The Asian Market: Q&A with Aspiriant Co-founder Tim Kochis
Wed, 22 Feb 2012 14:45:00 +0000

New Social Behavioral Reports 2-21-12
Tue, 21 Feb 2012 21:48:00 +0000

VON ALDO: Dow Theory Signals Caution; But Optimism Grow on Equities
Tue, 21 Feb 2012 21:06:00 +0000

DUE DILIGENCE: Edward Jones Has an Edge at Training in an Industry that Stinks at it
Tue, 21 Feb 2012 15:32:00 +0000