Bonus: June Council Event
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Bill will be presenting on the premium financed life insurance market and what he sees going on; both the good and the bad. He’ll also be discussing the latest regarding indexed universal life and what cases end up on his desk, and might in the future. Finally, since both premium financing and IUL play a significant role in insurance based accumulation planning, Bill will share his thoughts on developments in the market.
About the Presenter:
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, trust companies, 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.
Bill has written for, been featured in, or quoted by numerous periodicals, websites, radio and television. He regularly speaks for estate planning councils, legal, accounting and trust management conferences and financial and insurance associations.