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More About Denise
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.
Most Recent From The Blog
Texas Will and Trusts Requirements
When deciding between a will or trust it is necessary to understand the differences between each, specifically how each varies for the specific state you reside in. Statutory Authority. Wills: Tex. Estates Code, Title 2, Subtitle F, Chapter 251, §§251.001, et. seq. Trusts: Tex. Prop. Code, Title 9, §§101.001, et. seq. Texas Will Requirements. Under […]
Life Insurance Financial Underwriting [Comprehensive Guide]
You may be surprised to find out that all the best life insurance companies require financial underwriting of prospective applicants when applying for coverage typically around $100,001 or more. That’s because when most people think about life insurance underwriting, the first factors to come to mind are usually age, gender, and medical history. For typical […]
COLI: Corporate Owned Life Insurance [Pros and Cons]
There are many pros and cons of corporate owned life insurance. In the following article we will cover the various benefits of COLI, as well as discuss how these policies are structured to get the best results. Pros and Cons of Corporate Owned Life Insurance One of the fundamental legal requirements for life insurance is […]
BOLI: Bank Owned Life Insurance
Bank owned life insurance (BOLI) is life insurance purchased and owned by banks. With the exception of term policies occasionally used to cover a borrower while a large debt remains outstanding, bank-owned policies are usually permanent life insurance, like whole or universal life. The permanent policies accrue cash value, which earns tax-advantaged interest at competitive […]
The Top 7 Advantages and Disadvantages of the Infinite Banking Concept
Infinite banking is a concept created by Nelson Nash that focuses on how you can become your own banker using dividend paying whole life insurance. Becoming your own banker means you use your whole life insurance policy as your personal bank, drawing money form it through withdrawals, or preferably, life insurance loans, and using the […]
