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   

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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.