Denise Boisvert, Pro Client Guide, has 21 years of experience in the life industry. 

Background and Expertise

Denise’s unique journey began as a Human Resources professional in corporate America working with some interesting companies such as Yomega Yo Yo’s and Speidel Textron.  After enjoying attending trade shows for “yo-yo’s with a brain” and watch-bands for a few years, Denise came to a crossroads due to a layoff in 2003. 

After some soul searching, Denise spent some time in long term care planning, before discovering her true calling.   

She describes “finding her path” as one of  “helping people secure their futures”.  

In this mission, Denise prioritizes providing people with financial and protection strategies that do not encourage risk. She is passionate about helping people control their own destiny just as she learned to do many years ago. 

Denise is a licensed producer in all 50 states and DC and appointed with the top carriers in her specialty areas.

Notable Achievements

• Over 15 years experience in infinite banking policy design
• Notable Member of the American Business Women’s Association
• Completed the Pan Mass (200 Mile) Bike Challenge at age 50

Specialties

• Life Insurance
• Annuities
• Infinite Banking Concept (IBC)
• Life Insurance Retirement Planning (Social Security)
• College Funding

Philosophy and Approach

• Putting the client’s best interests and goals first
• Partnering with top mutual companies that have high Comdex (Financial Strength) scores
• Designing policies that maximize benefits for the client’s strategic goals

Current Focus

Educating clients on strategic ways to leverage properly designed, cash value whole life insurance for:

•  Supporting small business operation and growth 
•  Recapturing debt
•  Providing family legacy protection
•  Maximizing cash value accumulation to allow for tax free retirement, leveraging social security or college funding

Unique Perspective

Denise is in her 4th year of RV-ing 8 months of the year with her trusted sidekick, 5 year old Goldendoodle, Ollie.  Denise resides the other 4 months of the year in Austin TX, which is her home base.  She describes her decision to “jump off the hamster wheel” when she decided she could “work surrounded by mountains, ocean, lakes and sunshine”.  She now follows the nice weather and pursues a balanced life of work and adventure.

Denise has also written 2 books and is currently working on a third.  Prosperity Pals was written to educate children on the importance of money management at an early age.  She also wrote a book called “Training Active Dogs” based on her experiences with Ollie. 

Denise’s is committed to helping her clients pursue sound wealth building and protection strategies that will afford the same opportunities that she’s been able to achieve in her own life.