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Great Experience with Denise Boisvert

Fact Checked by Jason Herring & Barry Brooksby
Licensed Agents & Life Insurance Experts.
Insurance and Estates, a strategic life insurance provider composed of life insurance professionals, is committed to integrity in our editorial standards and transparency in how we receive compensation from our insurance partners.

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!

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