Joe Bousquet

Joe Bousquet

As a Sr. Relationship Manager on the Retirement Services team, Joe works with key Plan Sponsors in the 403(b) and 457 Market. With over 15 years of Relationship Management experience, he brings a unique background and perspective to his role. A 3rd generation employee of National Life Group, he has seen first-hand the resiliency of this 170+ year old company. In fact, arguably his first job as a child was working at National Life Group as his dad’s assistant. Outside of the office, Joe is an avid snowboarder and has traveled throughout the world to chase fresh snow in the winter. In the summertime, he can be found hiking and mountain biking throughout the Green Mountains of Vermont. Additionally, Joe likes to travel and volunteer for various organizations in his spare time. Joe is a lifelong ”cheese head” and big fan of the Green Bay Packers. National Life Insurance Company was founded in 1848. Life Insurance Company of the Southwest was chartered in 1955. TC114542(0520)P

Retirement Prep in a Virtual Age

The start of 2020 brought the excitement and beginnings of a new decade and has been one of the most memorable of my life. I was born in the last quarter of 1979, so this is the start of my 5th decade. The excitement I felt at the beginning of the year for the new decade seems like so long ago at this point and that excitement has largely faded given the devastation that the COVID-19 pandemic has wreaked in America this past year. Facing this adversity has allowed me to look at life with a whole new perspective and an appreciation for just how fragile life really is.

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Decoding the CARES Act

To wear a mask or not?  Proper Social Distancing etiquette?  Confusing right?  

You are not alone, there has been a lot of confusion out there lately.  The confusion has been especially true in education as almost overnight most of my friends and family have become educators.

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