Bill Bonk Email & Phone Number
Owner and COO @ Optimized Insurance Planning
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Bill Bonk Location
- Framingham, MA, US
Bill Bonk Work
- 2024 - now Owner and COO @
- 2015 - 2024 Father, Small Business Owner, Regional Director @ BBIM: Bill Bonk Insurance Marketing
- 2015 - 2024 Owner @
- 2003 - 2024 New England Regional Director @
- 2003 - 2015 Regional Annuity Director @
- 2002 - 2015 Director of Annuity Sales @ The Smith Company
- 2000 - 2003 Financial Advisor @
Bill Bonk Education
- Saint Lawrence University
Bachelor of Arts (B.A.) (Economics)
1996 - 2000 - Avon Old Farms
High School (Business and Personal/Financial Services Marketing Operations)
1992 - 1996
Bill Bonk Skills
- Insurance Planning
- Retirement Planning
- Wealth Management
- Financial Planning
- Estate Planning
- Insurance
- Succession Planning
- Retirement
- Annuities
- 401k
- Investments
- Securities
- Asset Management
- IRA's
- Risk Management
- Business Planning
- Wealth Transfer
- Strategic Planning
- Financial Advisory
- Asset Allocation
- Financial Analysis
- Investment Advisory
- Customer Relations
- Fixed Annuities
- IRAs
- Financial Planners
- Mutual Funds
- Wealth
- Strategic Financial Planning
- Customer Service
- Series 7
- Series 63
- Portfolio Management
- Disability Insurance
- Life Insurance
- Long-term Care
- Series 6
- Finance
- Series 65
- Term Life Insurance
- Variable Annuities
- Long Term Care Insurance
- Accounting
- New Business Development
- Long Term Care
- Microsoft Excel
- Microsoft Office
Bill Bonk Summary
- Bill Bonk, based in Framingham, MA, US, is currently a Owner and COO at Optimized Insurance Planning. Bill Bonk brings experience from previous roles at BBIM: Bill Bonk Insurance Marketing, Bill Bonk Insurance Marketing Inc. A Producers Choice Network Affiliate, Bill Bonk Insurance Marketing- A Producers Choice Network Affiliate and Capitas Financial. Bill Bonk holds a 1996 - 2000 Bachelor of Arts (B.A.) in Economics @ Saint Lawrence University. With a robust skill set that includes Insurance Planning, Retirement Planning, Wealth Management, Financial Planning, Estate Planning and more. Bill Bonk has 2 emails and 1 mobile phone numbers on RocketReach.
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