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.

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

I’m the Co-Founder of Clean Green Cars, a platform that connects individuals and businesses with trusted insurance comparison services across a range of everyday products. With over 30 years of experience in the insurance industry, including roles at national brokers, insurers, and digital providers. I’ve built a strong understanding of both commercial and personal lines. That experience now drives our mission at Clean Green Cars: helping users navigate their insurance options more easily, with less jargon and greater confidence. I regularly provide commentary on insurance trends, regulatory updates, and pricing behaviour, and I’m open to media opportunities and partnerships.

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

I’m Jeremy Keil, CFP®, CFA®, a retirement financial advisor, and author of Retire Today: Create Your Retirement Master Plan in 5 Simple Steps. Known as Mr. Retirement on YouTube (https://www.youtube.com/@mrretirement), I show retirees how to make great retirement decisions with math-based financial planning, not myth-based financial planning. Got questions on Retirement, Social Security, Tax Planning, Longevity, Retiree Healthcare, Investments or Interest Rates? I explain complex financial matters in a way your reader can understand. Check out my podcast, Retire Today, and by book, Retire Today. Talk soon! - Jeremy

5-Star Insurance 475 Central Ave Suite M5 St. Petersburg, FL 33701 https://www.5starinsurance.com/

Damodhar Mata is a Dubai-based financial advisor who is often quoted in Gulf News on topics related to financial planning, investments, and insurance. He provides guidance on budgeting, saving, and investing, particularly for UAE residents. He has also been featured in other publications like Khaleej Times. Here's a more detailed look at his work: Financial Planning: Damodhar Mata specializes in holistic financial planning, investments, and insurance. Budgeting and Savings: He offers advice on how to manage finances, create budgets, and save effectively, especially for those living in the UAE. Overspending in Dubai: He has commented on the issue of overspending among some UAE residents, particularly due to factors like discount offers and easy access to credit, according to a Gulf News report. Home Insurance: He has also discussed the importance of home insurance for homeowners in the UAE. Regularly Featured in Media: His insights are regularly featured in Gulf News and Khaleej Times. Nexus Insurance Brokers: He is a senior consultant at Nexus Insurance Brokers.

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.

I’m a FINMA-licensed financial advisor based in Switzerland, specializing in retirement and pension planning for individuals and companies. Through Invexa, I help clients build clear, sustainable long-term financial strategies that integrate both investment and insurance components. My approach combines personalized wealth planning with regulated insurance brokerage services to deliver practical, compliant, and goal-oriented solutions for every stage of life.

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.

"My Aim is to Offer Educational Insights into Complex Financial Topics."As an entrepreneur and founder, I'm committed to enhancing financial literacy and independence among the UK's older population. My mission is to simplify and clarify personal finance information, particularly in the context of later-life planning.

Financial concierge. Business owners, executives, and entrepreneurs come to me to secure their legacy. As both a tax attorney and wealth consultant, I offer clients a 360-degree view of their financial lives—from tax planning and real estate to investing and legacy strategy. I have two decades of experience guiding individuals, families, and business owners. I graduated from Carnegie Mellon’s Economics department. I create advanced tax strategies, asset protection strategies, and legacy planning strategies. I guide business owners and individuals in retaining more of their wealth and reducing their tax liabilities during critical transitions like business sales and times of uncertainty. I’m especially known for my ability to uncover powerful, often-overlooked provisions in the tax code to develop creative, compliant strategies that reduce tax burdens and support long-term financial security.

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.

Handling Fire, Marine, Liability, Property, Group medical & accidental, Employee Compensation and Miscellaneous Insurance Underwriting for my current organisation and its subsidiaries.Experience in Motor & Health Claims, Customer Excellence and in both first and last-mile operations. Have Warehouse management experience.Overall experience is 4 year and having Team Leader and Operation Management skills. Always ready to learn new ways and self-motivated.

I am the managing property and casualty broker and principal agent at Broadway Insurance Services in Los Angeles, California. Since launching the agency in 2014, I've led Broadway to become a respected insurance partner for property owners, specializing in coverage for hotels, apartments, and commercial property insurance. With a client-centered approach and deep industry knowledge, we've ensured that Broadway Insurance Services has placed coverage for thousands of property owner-operators throughout California, as well as expanded into Ohio, North Carolina, and Florida. Our agency’s commitment to transparency and service excellence has earned it five consecutive years of top ratings on Yelp, Google, and the Better Business Bureau. We continue to aim for innovation and reliability, helping clients navigate the unique risks in the lodging and hospitality industry and building long-term relationships based on trust and expertise.