ADVISORY BACKGROUND
Advanced insurance case design, pre-underwriting analysis, and policy advisory
16-year risk management consultant to high-net-worth families and other advisers
SERVICE ROLE
Insurance Policy Performance Audits and Marketplace Comparison Evaluations
Advanced Estate Planning: Gifting Strategies, Revocable and Irrevocable Trust Funding
Advanced Business Planning: Business Succession Planning, Deferred Compensation Structuring
EDUCATION
Bachelor of Arts, (1991 - 1996) St. Cloud State University
DISTINCTIONS
CHARTERED LIFE UNDERWRITER™
CHARTERED ADVISORY FOR SENIOR LIVING™
CHARTERED FINANCIAL CONSULTANT™
Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor. Insurance Services through Boulevard Wealth Management, LLC (dba BOULEVARD), A Licensed Insurance Agency. Derek Villars, CLU®, CASL®, does not offer tax or legal advice. Please consult the appropriate advisor. The CLU®, CASL®, ChFC®, CHARTERED LIFE UNDERWRITER™ and CHARTERED FINANCIAL CONSULTANT™ marks are the property of the American College, which reserves the sole rights to its use, and are used with permission.