Bill Bonk

Owner/Regional Director
(781) 538-5925 Ext. 5

Bill was born and raised in Connecticut. After graduating from Avon Old Farms, he went on to earn a Bachelor’s of Economics degree from St. Lawrence University. Bill’s professional background began as a financial advisor with Paine Webber, now UBS Financial. His focus was with high net worth investors within the senior marketplace.

Bill has over eighteen years of industry experience with a primary emphasis on Fixed & Indexed annuity portfolio design, implementation and management. Bill was the Regional Annuity Director for the Smith Company, a Producers Choice Network Partner from 2003-2015 and now owns BBIM: Bill Bonk Insurance Marketing, a Producers Choice Network Affiliate. His unbiased client-first approach towards Fixed and Indexed Annuities has differentiated him in today’s marketplace. Bill is also an active supporter of NAIFA, NAFA, the FSP, and the FPA. Bill is a Registered Representative of The Leaders Group, Inc. Member FINRA/SPIC.

A Local Insurance Planning Support Team for Financial Professionals.

Advisor Support Service Summary:

  •  A Client First Approach to Leveraging Insurance
  •  Effective New Client Acquisition Tools
  •  Case Development and Design Support
  •  Objective Insurance Product Analysis & Due Diligence
  •  Custom Growth and Guaranteed Income for Life Modeling
  •  Proactive Case Pipeline Support
  •  A Multilayered Business Processing Service
  •  Proactive Enforce Policy Support
  •  Continuous Local Training and CE Events
  •  Access to APEG - A national educational community supporting comprehensive financial planning

Professional Focus:

  • Retirement Distribution Planning
  • Lifetime Income Analysis
  • Fixed/Indexed Annuity Evaluations
  • Innovative Fixed Income Alternatives
  • Advisor Business Plan Development

Bill Bonk Onsurance Marketing
1050 Waltham Street
Suite 325
Lexington, MA 02421

Office: (781) 538-5925 Ext. 5
Cell: (617) 834-8668
Fax: (781) 658-2078