Recognized Annuities and Insurance Leaders 2025

I lead the team at LeverageRx. We're a technology-focused personal insurance company focused on helping medical professionals nationwide win with their finances. We currently insure thousands of doctors and their families with disability insurance, life insurance and home & auto insurance. LeverageRx Insurance Services is a nationwide brokerage offering disability, life, home, auto and umbrella insurance to medical professionals. We also support financial planners and advisors with insurance planning for their medical clients.

Alex Schlesinger is the Founder and CEO of Active Mutual. With 15 years of financial expertise in the UK and US markets, Alex brings a global perspective to his work. Alex's extensive knowledge and industry insights are regularly featured in high-profile publications such as MarketWatch, Nasdaq, Newsweek, Hubspot, Yahoo Finance, US News & World Report, MSN, and GoBankingRates, among many others. With a documented understanding of end-of-life products, Alex has become a trusted source for media outlets and a go-to expert for any questions on life insurance. As the founder of a leading final expense marketplace, Alex has shaped a company known for its commitment to transparency, simplicity, and customer care. Recognized for his ability to simplify complex insurance topics, Alex’s commentary continues to help readers make informed decisions about their financial futures.

Alan Andrews is a Web Marketing Consultant at KIS Finance with a strong background in finance and a sharp focus on SEO. After 30 years in the finance sector – specialising in large bridging loans and development finance – he turned his attention to digital strategy, using his technical skills to drive online visibility and lead generation. Alan manages KIS Finance’s SEO and content performance, continuously refining the site’s structure and organic rankings. When he’s not testing site architecture or decoding Google updates, he’s sharpening his Krav Maga skills or enjoying coastal walks.

Specialties: Specializing in the placement of life insurance for individuals with medical history. I.E. diabetes, heart disease, overweight, etc.

Experienced Executive Assistant supporting leadership at Edison Risk, a life and annuity-focused IMO, and The Policy Shop, a health insurance brokerage. Skilled in managing executive calendars, communications, licensing, and agent support across fast-paced, client-focused environments. Known for staying organized, ensuring smooth operations, and handling sensitive information with professionalism and care.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

Everything you do is based on the choices you make. It's not your parents, past…

Hello, from the vibrant crossroads of construction and benefits! Once a hands-on construction enthusiast, I transitioned to an Architectural Technologist (Arch. T.) and dabbled in the wisdom imparted by my father in financial services. With over 20 incredible years in Group Benefits, my heart still beats loudest for the construction industry.At AEC Benefits, we've taken a deep dive into Ontario's landscape – from union and association plans to national insurers – and guess what? We've emerged with solutions that truly shine brighter. Our aim? To champion OpenShop businesses, making them not just competitors but industry frontrunners, all while attracting the best of the best talent. Curious? Let’s journey together and craft a brighter future for your business in Ontario's bustling construction scene.

With over a decade of experience, my role in Business Development at Allied Insurance Group has allowed me to leverage my competencies in marketing strategy and customer service, honed as the owner of Road Logistics LLC. Our team's mission is to provide innovative solutions that align with our client's needs, and my expertise in logistics from years of managing Red Logistics has been integral to this. I am committed to driving growth and excellence at Allied Insurance Group by bringing diverse perspectives and experiences to enhance our collaborative efforts.

Skilled Multi-lingual/ Multi-Cultural Head of marketing, with strong strategic thinking, functional expertise, analytical skills, leadership and people skills. Experience encompasses definition of global strategies, designing national/ regional integrated marketing plans - implementation/ measurement of execution in the US, Canada, UK, Dominican Republic, Haiti, Jamaica, El Salvador, Brazil, France, Guyana, Trinidad, OECS / in different languages and targeting different cultures. Respected leader of creative teams, multimedia divisions and corporate communications departments. Conceptualize and orchestrate marketing campaigns that effectively reinforce and build brand images. Expert in the technical, conceptual and content development of sales-driving collateral. Proven ability to drive high marketing campaign response rates and execute successful product launches.

Skilled Multi-lingual/ Multi-Cultural Head of marketing, with strong strategic thinking, functional expertise, analytical skills, leadership and people skills. Experience encompasses definition of global strategies, designing national/ regional integrated marketing plans - implementation/ measurement of execution in the US, Canada, UK, Dominican Republic, Haiti, Jamaica, El Salvador, Brazil, France, Guyana, Trinidad, OECS / in different languages and targeting different cultures. Respected leader of creative teams, multimedia divisions and corporate communications departments. Conceptualize and orchestrate marketing campaigns that effectively reinforce and build brand images. Expert in the technical, conceptual and content development of sales-driving collateral. Proven ability to drive high marketing campaign response rates and execute successful product launches.

Making 1031 Exchanges Simple, Transparent & No FeeNavigating 1031 exchanges shouldn’t feel like deciphering the tax code. At Deferred.com, we built the only No Fee 1031 exchange platform, helping investors keep more of their money while enjoying a seamless experience.I work with real estate investors, brokers, developers, private equity professionals, CPAs, attorneys, and family offices to maximize returns and ensure compliance with 1031 exchange rules. Previously, I led sales and operations at Balance Homes, expanded service offerings at Home Depot, and advised on M&A and audit matters at Deloitte & Touche. With a background in accounting, finance, operations, and customer experience, my focus is delivering a 10-star experience for every investor and partner.Let’s make 1031 exchanges work for you, not your QI.

My goal is to assist clients/investors in their quest for financial freedom and creating generational wealth through one on one consultation and an abundance of online tools to educate. For the past 6 years I have been a private pension plan consultant with Self Directed Retirement Plans working directly with my partner Rick Pendykoski (owner). Through the years I have travelled across the United States speaking to tens of thousands of people at a vast amount of REI and general investment groups. I have personally supported thousands of clients with self-directing their retirement accounts. As a result, they have achieved true investing freedom to invest in what they want, when they want with 100% checkbook control.

Highly dedicated, motivated, and disciplined management professional with over fifteen years of hands-on management, sales, marketing, and administrative experience.

I am a 4th generation owner and I have been a Certified Insurance Counselor since 2004.Specialties: Commercial Property & Liability especially for small & medium size portfolios. We also have great programs for Artisan Contractors. On the Personal lines side, we work with individuals and families to help protect their homes, cars, boats and other toys.

Experienced President with a demonstrated history of working in the insurance industry for over 30 years. Strong business development professional skilled in Sales, Commercial Insurance, Casualty Insurance, Investment Properties, and Business Strategy.

They don’t teach insurance in schools.. do they? I specialize in being able to take complex subject matters and technical expertise and translating that into easily digestible learning experiences and ensure that every customer understands the importance and value of having an informative insurance agent to help protect life’s most important assets and investments.