Joel D. Desjardins, CLU ChFC
Director, Case Design
Joel joined The Coyle Company in 2008 as Sr. Associate, Case Design. Currently, as Director, Case Design he employs his technical expertise in life insurance to develop and model financial plans for our clients and their advisors to help achieve the best possible outcome in their estate and wealth transfer planning. With over 10 years’ experience, Joel brings extensive life product, carrier and industry knowledge to his work with our clients. Joel also partners with the Director, Client Service to monitor existing clients’ insurance portfolios to ensure adequacy. Prior to joining The Coyle Company, Joel was a Competition Consultant with Lincoln National, working with the Sales, Product Development and Actuarial teams. Joel received an MBA from Bentley University, and a BS in Business Administration from the University of New Hampshire. He holds FINRA Series 7 and 63 licenses.