Work Hours:Mon-Fri, 10:00am-6:30pm ET
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.
Some of Denise’s Top Webinars
Using an Infinite Banking Strategy for AirBnB Investors
Life Insurance for Children | Why High Cash Value Whole Life Insurance for Kids is Awesome
Permanent Life Insurance vs. 529 Plans for College Saving & Funding
What Clients Are Saying
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 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!!!
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.
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.
What I appreciate the most is that she was there at the beginning to guide and advise me, answered any questions I had along the way while the 1035 exchange was happening, and reached out to me once the 1035 exchange was complete and the life insurance company received the funds. She was present the whole time and was always willing to help. What separates her from other agents I have had in the past is her communication and ability to simplify difficult concepts, her knowledge about the infinite banking concept, and her desire to help me make the best decision for my needs. It was just awesome! She’s consistent, she’s reliable, and she communicated with me the whole time. Even now that the 1035 exchange process is complete, I’m happy and confident that she is my agent going forward. She’s the only IBC whole life insurance agent I would ever want to work with! She’s simply the best!
Most Recent From The Blog
Comparing Whole Life Insurance to a Roth IRA [Similarities vs Differences]
When building your financial plan, there is a wide variety of tools available to you – and because everyone’s goals, risk tolerance, and time frame can differ, some of these may work better than others for you and your specific objectives. With one of the biggest risks to your financial security being taxes – particularly […]
Infinite Banking for Entrepreneurs and Business Owners
Why Entrepreneurs and Business Owners Should Consider the Infinite Banking Concept Do you own your business…or does your business own you? For many business owners, getting their dream up and running comes with an endless loop of securing financing for startup or expansion costs, and then working tirelessly to pay back lenders until (or in […]
Common Objections to Infinite Banking with Whole Life Insurance
Common Objections and Misunderstandings to Whole Life Insurance and the Infinite Banking Concept The following are objections and misunderstandings relating to high cash value whole life insurance designed for the infinite banking strategy. If you have any additional questions relating to this topic please leave us your feedback in the comment section below and we […]
High Cash Value Whole Life Insurance [Not Your Old Traditional Policy]
Flexibility, control, tax advantages, and a safety net – all with one single asset Although many people include permanent life insurance in their financial plan for the death benefit it can provide, there is a multitude of other ways these cash value life insurance policies may be used, too…even while the insured is still alive. […]
What is the Infinite Banking Concept? [The Ultimate Guide]
Often people refer to the Infinite Banking Concept (IBC) as synonymous with dividend paying whole life insurance. While it is true that a whole life policy is key component and to be sure a powerful asset, it is not infinite banking in and of itself. Infinite Banking entails a broader strategy which, as a starting […]
