Pro Client Guide
Denise Boisvert
Denise Boisvert, Pro Client Guide, has 15 years of experience in the life industry. She specializes in educating clients on strategic ways to leverage life insurance to get out of debt, provide family protection, as well as maximize cash value accumulation to allow for self-funding opportunities, and tax-free lifetime income streams. She is dedicated to matching top-rated carriers and products to client’s goals and objectives. As an out-of-the-box thinker, she designs cases that are easily understood and easily executed by the client.
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.
Great Experience with Denise Boisvert
I had (and continue to have) a great experience working with Denise Boisvert. She recently helped me complete the 1035 exchange process for an existing IBC-based whole life insurance policy that I have.
Great Communication, Service and Product
Denise is extremely helpful in my selection of the insurance policy. She set up a time with me to explain the different options of the insurance, and the feature of the policies. I feel like she really listen to my needs and found a policy that fit my request. She is also good at communicating and responding to my questions in a timely manner. She is also very willing to run the illustration in many ways to help me make the discussion. Highly recommended.
Denise Boisvert was such a…
Denise Boisvert was such a professional. She has explained clearly to us all available options and answered all of our questions and we learned so much in the process.
Thank You so much Denise!!!
Amazing experience with Denise Boisvert!
I had an amazing experience with Denise Boisvert! She was very informative and made the process of applying very easy and straightforward. Thank you Denise!
Denise was great and set us up with a great policy
Denise was great and set us up with a great policy. She took the time to listen and answer all questions. I’m glad I found them!
– A. Smith
Denise's Top Webinars
Using Life Insurance to Get Out of Debt
High Cash Value Whole Life vs Traditional Savings Account
