About Us

Professional Summary

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, 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. Another growing aspect of Bill's practice is litigation support and expert witness testimony.  While his work results in most cases avoiding trial, he has courtroom experience as well as FINRA arbitration experience.

Bill has written for, been featured in or quoted by a number of financial and industry periodicals, websites, radio and television.  He regularly speaks for estate planning councils, legal, accounting and trust management conferences and financial and insurance associations.