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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 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.

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life insurance vs 401k

401 (k) vs Life Insurance [Comprehensive Guide Comparing Each to the Other]

Surprising comparisons, unexpected results! You likely already know that life insurance is often purchased to help survivors pay off debts and supplement lost income when an individual passes away. But what you might not realize is that this flexible financial vehicle can be used for so much more, including college savings, healthcare and long-term care […]

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loans on life insurance cash value

Using Cash Value as Collateral For Life Insurance Loans

The following article is a transcript from a webinar on Using Life Insurance Policy Loans to Borrow from Life Insurance Companies. In this article, we linked to content that we believe would be helpful to further elucidate our points. We have also added additional content where we felt it would benefit our readers. For more […]

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paid up additions PUAs

Paid Up Additions for Whole Life Insurance

The following article is a direct transcript of our webinar Paid Up Additions for Whole Life Insurance. We have linked out to other articles when necessary to give our readers more information about a particular subject. Additionally, there are a few times where we have added additional content where we felt it would benefit the […]

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advantages and disadvantages of whole life insurance

Whole Life Insurance Pros and Cons [With Charts]

A key component of financial and retirement planning is safety – and part of keeping your assets protected is ensuring that your loved ones won’t have to struggle financially when you are gone. One of the best strategies for doing so includes purchasing life insurance. The proceeds from these policies can be used for a […]

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tax bill in retirement

Do You Know Your Retirement Tax Bill?

The following is the full transcript of the webinar titled Do You Know Your Retirement Tax Bill? We have added additional links where we felt it would be helpful. If you have any questions pertaining to this topic, please feel free to leave a comment below. Get My Retirement Tax Bill Now! Steven Gibbs:                    I’m […]

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