Let Us Show You Why Strategic Life Insurance Is The Ultimate Asset ™ For Growing And Protecting Your Wealth.

Life Insurance Strategies
and Guidence

Recapture your money

Create money momentum

Build wealth with intention

Trust Pilot


Thank You Steve!

When I heard about Being your own bank, Infinite Banking and the other terms used for this service I was intrigued. I watched Steve’s videos, did some research and was really excited to learn more. I’m so glad I did! This is one of the most important and useful tools we have to secure our…


The Best…

Barry is hands down the best advisor in whole life insurance and provides unbiased advice for whole life insurance policies for Cash Value life insurance for IBC or infinite banking. He’s equally intelligible about creating a trust to protect your family and legacy. He’s someone that genuinely cares about protecting my family’s future and legacy…


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.

Welcome to I&E

We are here to educate, coach and partner with you, to equip you with properly designed Whole Life and Indexed Universal Life strategies that accomplish your specific defined goals such as debt repayment, wealth building, tax and retirement planning, and legacy creation.
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The Intentional Wealth Effect

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Our Proven 3 Step Process

Our process is designed to get you educated, information to evaluate your options, get simple and obligation free quotations, discovery around the application process and supporting and maintaining you throughout your journey.
1: Learn The Tools
2: Consider the Options
3: Execute the Strategy


Articles, videos, webinars, ebooks and live events are all available at your fingertips AND our dedicated team of professionals stands ready to provide you the needed insight to get started on your I&E Journey.


You deserve an in depth discussion to understand your deepest values and goals before taking steps and this is accomplished in a confidential setting with one of our caring life insurance advisors.

We will help you ask the best companies to give you a cost analysis or provide other pertinent information needed to pursue your goals and strategies.

Take a moment to carefully review options available for you:


Without execution, a well crafted plan is destined to fail. However, for most people, implementing a strategy is tough to initiate. Moreover, navigating the requirements to secure a policy is often cumbersome and intimidating.

This is why your Pro Client Guide / Coach will assist you every step of the way, from outlining your strategy to finalizing your policy and company decisions, and, finally, to completing the underwriting process and arriving at that moment where your policy is issued.

Few things deliver peace of mind like execution as the culmination of your education, careful planning and evaluation of options. Our Pro Team is looking forward to partnering with you in this critical execution process to achieve your goals and peace of mind. 

We work with many of the top rated insurance companies in the U.S. including:

AigLafayettePrudentialMinnesota LifeMass MutualNew York LifePen MutualPacific Life 1North AmericanLincolnTransamericaForesters
Self Banking Blueprint
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