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Meet Julie

Julie M. Brousseau, FSS, CLU,  LUTCF

Born and raised in Seattle, Washington, Julie moved to Gales Ferry, CT in January 1991.  She has been involved in the insurance industry since 1985. A background in accounting has been a great asset in dealing with a multitude of client situations. A desire to educate others to enable them to make informed decisions is well received by her clients, while she continues to further her own education to provide better service.

Professional Affiliations

cfd Investments, Inc. Branch Office 2006 - New London County Chapter

National Association of Insurance & Financial Advisors 
    Community Service Chair (1995-1999)
    President (1999-2001, 2006)
    Secretary (2002-2008)

Life Underwriters Training Council American College Moderator (1995-present)

Education

Everett Community College, Everett WA
    Accounting / Business Planning (1976)

GMAC Finance & Insurance (1985), Portland, OR

ADP Finance & Accounting (1986), Chicago, IL

Life Underwriter Training Council
    Personal Lines (1993)
    Business (1994)
    Pers. Estate & Retirement Planning (1994)
    Advanced Business (1995)
    Life Underwriters Training Council Fellowship (1995)

The American College
    Investments (1995)
    Planning for Business Owners (1995)
    Financial Planning (1997)
    Individual Life Insurance (1997)
    Group Plans (1998)
    Life Insurance Law (1998)
    Insurance & Financial Planning (2000)
    Estate Planning (2001)
    Essentials of Long Term Care (2006)
    Foundations of Financial Planning (2007)
    Ethics for Financial Srvs Professionals (2008)


Memberships

SE Connecticut Women's Network (since 1992)
    Board of Directors (1999)

Community of Hope, Inc. 
    Board of Directors (2007-present)
    Co-Chair - Annual Auction

Awards

State of CT ACAC & BESB Small Employer of the Year (2007)
 

Other Affiliations

Women's Center of SE Connecticut
    Board of Directors (1995-1997, 2001)
    Treasurer (1996 & 1997)

Builders Association of Easter Connecticut
    Board of Directors (1994-1999)
    Treasurer (1995-1998)
    Associate of the year (1996)
    Membership of Co-Chair (2002-2004)

 

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