How Opportunity Concepts can help you

Bill Boersma is a successful life insurance professional with a wholly owned insurance brokerage company. He recognized that traditional practices in the life insurance business have not kept up with fundamental, underlying changes in the industry – changes resulting in the situations described in this booklet.

In response, Bill founded Opportunity Concepts, LLC, in 2004. Opportunity Concepts is the first company in the region to specialize in providing objective, third party, technical evaluations of in-force life insurance policies, working with agents, financial professionals and legal & accounting experts to optimize client assets. Opportunity Concepts presents options, showing how they compare, side-by-side. This includes how to dispose of an unwanted life insurance policy, either because it was replaced or is no longer needed.

Opportunity Concepts is the leading insurance consulting company in West Michigan, working nationally with clients and their advisors. It has been widely recognized with articles featured in The Grand Rapids Press and the Grand Rapids Business Journal. Bill Boersma has also been recognized as a “Business Leader Under 40” by the Western Michigan Business Review and was a regional finalist for the Ernst & Young Entrepreneur of the Year award.

To learn how Opportunity Concepts can help you or your clients, call Bill at (616) 456-1000 ext. 1 or email bill@opportunityconcepts.com.