president, OC Consulting Group
Bill Boersma is the founder, owner and president of OC Consulting Group, a fee-based life insurance consulting, audit and management practice located in Grand Rapids, MI. He utilizes over 25 years of estate tax, business succession, charitable planning and life insurance consulting to be an ally to policy owners and their advisors.
He works throughout the country with business owners and professionals and his clients range from Mom & Pop business owners to Forbes Billionaires. He is generally introduced by estate planning and business attorneys, CPAs, trustees, family offices, non-profit leaders and financial planning professionals.
From simple second opinions to involved consulting engagements, from constructing insurance portfolios to managing them to tearing them apart, Bill is brought in throughout the country for his advanced life insurance expertise. His work also includes litigation support and expert witness services, tax analysis, valuations, independent modeling, stress testing, underwriting expertise, strategy development, life settlements, private placement, funding & financing, etc. If it involves life insurance, advisors are bringing Bill to the table to fix problems, find solutions and develop strategies for business owners and high net worth consumers.