Pro Client Guide
Denise Boisvert
IBC, Debt Elimination & College Funding Strategist
Denise Boisvert, Pro Client Guide, has 20+ years of experience in the life industry. She specializes in educating clients on leveraging cash value whole life insurance to eliminate debt, secure family protection, and build tax-free lifetime income streams. She is dedicated to matching top-rated carriers and products to each client's goals and objectives, and she designs cases that are easy to understand and easy to execute.
Experience
20+ years
Licenses
- Licensed producer in all 50 states + DC
Credentials & Achievements
- Over 16 years experience in infinite banking policy design
- Qualifying Member, Million Dollar Round Table (MDRT)
- Completed the Pan Mass (200 Mile) Bike Challenge at age 50
About Denise
Background and Expertise
Denise Boisvert, Pro Client Guide, has 20+ years of experience in the life industry.
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.
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
- 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
- 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 6th year of RV-ing 8 months of the year with her trusted sidekick, 8 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" as the moment she realized 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 Designing a Debt-Free Life, which shows how high cash value life insurance and the Infinite Banking Concept work as a tax-free strategy for financial freedom.
Denise 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.
Books, Media & Publications
Denise's Latest Book
Designing a DEBT-FREE LIFE
How to Use High Cash Value Life Insurance and the Infinite Banking Concept as a Tax-Free Strategy for Financial Freedom
Learn MoreBook
Prosperity Pals — children's financial literacy
What Clients Say
“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!”
Trustpilot review
“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 — Trustpilot review
“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.”
Trustpilot review
“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.”
Trustpilot review
“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!!!”
Trustpilot review
Denise's Recent Articles
Preparing Heirs: Why Formation Matters More Than Financial Literacy
Read
How to Keep Family Land in the Family: The 8 Threats and the Plan That Actually Works
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The 401k Is Not an Investment. It Is Price Support.
Read
The Family Bank: What Most Generational Wealth Strategies Are Missing
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Whole Life Insurance for Retirement: How to Create Tax-Free Income for Life
Read
The Asset Class Nobody Told You About (And Why Banks Hold $205 Billion of It)
Read
Cash Value Life Insurance: How It Works, How It Grows, and How to Access It
Read
Infinite Banking Concept: How It Works and Why It Changes Everything
ReadReady to talk it through with Denise?
A Fit Call is a conversation, not a pitch. Bring your numbers and your questions — leave with a clear picture of whether this strategy fits your situation.