Catrina Beauchamp

Founder and Private Wealth Advisor of Beaucoup Wealth at Boulevard Family Wealth and Founder, Beaucoup Wealth and Insurance

Speaker

Catrina’s career spans more than two decades within the financial services and insurance industry, bringing extraordinary expertise to her clients with an understanding of the intricate dynamics of insurance carriers, investment advisors and affluent families. As the Founder of Beaucoup Wealth, a boutique PPLI focused consulting firm, she provides expertise and guidance to affluent families and their advisors on all aspects of private placement insurance design. Additionally, as Managing Director of PPLI at Boulevard Insurance Strategies, she oversees and directs all aspects of the firms PPLI efforts. She brings expert knowledge of PPLI insurance products and their design, coupled with deft relationship management skills. Her experience and talent has been proffered by CIBC Oppenheimer, Pacific Life Insurance and AIG and a number of SEC Registered Investment Advisors. She was a founding Executive of Investors Preferred Life Insurance Co., named the fastest growing insurer of 2017 by S&P Global. There, she was integral in building a boutique PPLI insurance company from the ground up. She developed strategic business and marketing initiatives, assisted in product design, along with operational best practices, while managing relationships with vendors and key accounts. She is a holder of a Series 65 license and life insurance license and is a premier developer of boutique PPLI insurance and investment platforms. A popular and sought-after speaker, Catrina has traveled nationally to speak on the benefits of private placement insurance strategies. As an SEC registered investment advisor, she possesses the unique ability to develop plans providing high net worth investors personalized strategies encompassing assurance of legacy with continued wealth accumulation.