Kim Boston, Clu
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Kim Boston, Clu Email & Phone Number

Director of Insurance Solutions at WealthPoint, LLC at WealthPoint, LLC
Location: Brush Prairie, Washington, United States 6 work roles 2 schools
1 work email found @wealthpoint.net LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@wealthpoint.net
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Current company
WealthPoint, LLC
Role
Director of Insurance Solutions at WealthPoint, LLC
Location
Brush Prairie, Washington, United States
Company size
21 employees

Who is Kim Boston, Clu? Overview

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Quick answer

Kim Boston, Clu is listed as Director of Insurance Solutions at WealthPoint, LLC at WealthPoint, LLC, a with 21 employees, based in Brush Prairie, Washington, United States. AeroLeads shows a work email signal at wealthpoint.net and a matched LinkedIn profile for Kim Boston, Clu.

Kim Boston, Clu previously worked as Director of Insurance Solutions at Wealthpoint, Llc and Founder & Principal - Life Insurance Case Design & Consulting at Kb Insurance Services, Llc. Kim Boston, Clu holds Bs, Economics, Mathematics from Linfield College.

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Email format at WealthPoint, LLC

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{first}@wealthpoint.net
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AeroLeads found 1 current-domain work email signal for Kim Boston, Clu. Compare company email patterns before reaching out.

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Profile bio

About Kim Boston, Clu

Expert in advanced planning and life insurance product design. Detail oriented, innovative and driven with a focus on providing exceptional solutions to preserve family legacies.

Listed skills include Estate Planning, Data Analysis, Project Management, Technical Writing, and 13 others.

Current workplace

Kim Boston, Clu's current company

Company context helps verify the profile and gives searchers a useful next step.

WealthPoint, LLC
Wealthpoint, Llc
Director of Insurance Solutions at WealthPoint, LLC
phoenix, arizona, united states
Website
wealthpoint.net
Employees
21
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Company profile
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6 roles · 20 years

Kim Boston, Clu work experience

A career timeline built from the work history available for this profile.

Founder & Principal - Life Insurance Case Design & Consulting

Kb Insurance Services, Llc

Vancouver, Washington, United States

Life insurance and advanced planning case design support. Specializing in the wealth transfer and estate planning needs of the ultra-affluent market, the M Financial Group product suite and Carriers, and executive benefit planning strategies. Areas of expertise include:- Wealth Transfer and Estate Planning - Charitable Giving- Retirement Strategies Utilizing Life Insurance - Commercial and Private Premium Finance- Small Business Planning (NQDC & Business Succession)- Sales Presentations- Review of in-force policies and recommendations- Running life insurance illustrations and performing analysis (M and Non-M Carriers)- Technical writing for white papers and marketing materials- Knowledge of life insurance pricing mechanics- Utilization of M Financial and M Carrier resourcesExperts in individual and joint life insurance product, business planning and executive benefit strategies, advanced planning concepts, and business owned life insurance (COLI & BOLI).

Sep 2014 - Jun 2022

Advanced Sales Analyst

M Financial Group

Portland, Oregon

The M Financial Group Advanced Markets team works with M Member Firms to illustrate, communicate, and gain a better understanding of sophisticated planning strategies and applications. This is accomplished through the development and utilization of Advanced Markets Insights, 1-2 page marketing pieces, and Excel based tools that Firms can use in conversations with clients and advisors. In addition, the team provides direct, one-on-one support to our M Member Firms by providing research assistance, training, and case design support. Areas of expertise include wealth transfer, estate planning, executive benefit strategies, and business succession planning.I am currently obtaining my CLU designation through The American College and specialize in executive benefit strategies and institutional (COLI/BOLI) life insurance products.

Sep 2009 - Aug 2014

Soccer Coach

Oregon Youth Soccer

FC Portland Soccer Academy, Southside Soccer Academy, OSSA - head and assistant coaching positions for competitive soccer, youth ages 9-17. National USSF D Level Coaching License.

2007 - 2012 ~5 yrs
Team & coworkers

Colleagues at WealthPoint, LLC

Other employees you can reach at wealthpoint.net. View company contacts for 21 employees →

JA John Angelone, Jr. John Angelone, Jr. Colleague at Wealthpoint, LlcScottsdale, Arizona, United States View → JS Jeffrey S. Mayhall Jeffrey S. Mayhall Colleague at Wealthpoint, LlcChandler, Arizona, United States View → GB Grayson Boyd Grayson Boyd Colleague at Wealthpoint, LlcAtlanta Metropolitan Area, United States View → PM Peter Miterko, J.D., Ll.M., Cepa Peter Miterko, J.D., Ll.M., Cepa Colleague at Wealthpoint, LlcDenver, Colorado, United States View → JC John Chionchio John Chionchio Colleague at Wealthpoint, LlcPhoenix, Arizona, United States View → BR Ben Rainey Ben Rainey Colleague at Wealthpoint, LlcDenver, Colorado, United States View → CD Caroline Diaz Caroline Diaz Colleague at Wealthpoint, LlcPhoenix, Arizona, United States View → JP Jackson Prather Jackson Prather Colleague at Wealthpoint, LlcPhoenix, Arizona, United States View → VB Vincent Brunoforte Vincent Brunoforte Colleague at Wealthpoint, LlcPhoenix, Arizona, United States View → PM Phil Martin Phil Martin Colleague at Wealthpoint, LlcUnited States View →
2 education records

Kim Boston, Clu education

Bs, Economics, Mathematics

Linfield College

Activities and Societies: Women's Soccer & Theater

Education record

Mount Vernon High School
FAQ

Frequently asked questions about Kim Boston, Clu

Quick answers generated from the profile data available on this page.

What company does Kim Boston, Clu work for?

Kim Boston, Clu works for WealthPoint, LLC.

What is Kim Boston, Clu's role at WealthPoint, LLC?

Kim Boston, Clu is listed as Director of Insurance Solutions at WealthPoint, LLC at WealthPoint, LLC.

What is Kim Boston, Clu's email address?

AeroLeads has found 1 work email signal at @wealthpoint.net for Kim Boston, Clu at WealthPoint, LLC.

Where is Kim Boston, Clu based?

Kim Boston, Clu is based in Brush Prairie, Washington, United States while working with WealthPoint, LLC.

What companies has Kim Boston, Clu worked for?

Kim Boston, Clu has worked for Wealthpoint, Llc, Kb Insurance Services, Llc, M Financial Group, Oregon Youth Soccer, and State Of Oregon - Department Of Human Services.

Who are Kim Boston, Clu's colleagues at WealthPoint, LLC?

Kim Boston, Clu's colleagues at WealthPoint, LLC include John Angelone, Jr., Jeffrey S. Mayhall, Grayson Boyd, Peter Miterko, J.D., Ll.M., Cepa, and John Chionchio.

How can I contact Kim Boston, Clu?

You can use AeroLeads to view verified contact signals for Kim Boston, Clu at WealthPoint, LLC, including work email, phone, and LinkedIn data when available.

What schools did Kim Boston, Clu attend?

Kim Boston, Clu holds Bs, Economics, Mathematics from Linfield College.

What skills is Kim Boston, Clu known for?

Kim Boston, Clu is listed with skills including Estate Planning, Data Analysis, Project Management, Technical Writing, Newsletter Production, Marketing, Public Speaking, and Executive Benefits.

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