Daphne Boyle, CLTC, CEPA
Login to view DISC.Daphne Boyle is a Partner at Morris & Boyle, an Alera Insurance Agency, specializing in life insurance portfolios. As a Chartered Life Underwriter (CLU) and Certified Exit Planning Advisor (CEPA), she focuses on helping families and businesses manage risk and preserve assets, dedicating her career to creative risk management solutions.
She emphasizes a team-oriented approach, believing that client plans benefit from multiple perspectives. Daphne is professionally active as a member of the Boston Estate Planning Council. Her interests suggest she follows business trends through publications like Harvard Business Review and CNN Business.
Unique fact: Daphnes core philosophy is helping families "keep together what they have put together" through hyper-vigilant collaboration.
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