Best Insurance Planning Experts

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.

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.

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.

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.

Experienced digital marketer specializing in the strategic and technical aspects of web analytics, social media analytics, and SEM.

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.

At E&M Global Insurance we Humanize the Transaction of Insurance. As a leader in international health insurance as well as 15 years providing domestic insurance we know the right questions to ask to simplify the insurance process. Feel free to ask us to review your small business group, individual or international health insurance plan.Our Website: https://emglobalinsurance.com Evan TunisEvan@EMGlobalInsurance.com561-637-8162/800-974-5077

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.

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.

An expert in the areas of international business, world travel, global health insurance, financial services, and expatriate benefits. I founded InternationalCitizens.com to be a central resource and community for expatriates and international citizens worldwide. We created InternationalInsurance.com to provide specific advice for international citizens looking for global health and medical insurance. I also currently serve on the board of the International Citizens Foundation, School The World, and Envisage International. We can provide custom global health and travel insurance plans for international non-profits, missionary groups, leading travel companies, tour operators and expatriate groups. Expertise: travel, expatriate services, international health insurance, global medical plans Follow me on Twitter: https://twitter.com/Joe_Cronin_Jr

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.

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.

I have a passion for helping individuals and families achieve financial freedom and success. This is achieved through a complete financial analysis that I call a “Your Financial EKG .”

Insurance professional specializing in custom programs and alternative risk financing.Specialties: medical professional liability insurance, alternative risk financing, captive formation

I'm passionate about helping families build generational wealth through strategic retirement planning. As a retirement income strategist, I specialize in self-directed retirement solutions that give people more control over their financial future. My approach is pretty straightforward - I believe everyone deserves access to the financial strategies that the wealthy have been using for generations. I focus on showing clients how to leverage their existing assets, whether that's an old 401(k), home equity, or other resources, to create multiple streams of retirement income. What really drives me is seeing families break free from traditional financial limitations. I love educating people about options they didn't even know existed, like self-directed 401(k)s and velocity banking strategies. It's amazing to watch someone's eyes light up when they realize they have more control over their financial destiny than they thought. I take pride in sitting on the same side of the table as my clients - their success is my success. Whether we're mapping out a debt elimination strategy or creating a retirement income plan, my goal is to empower people with the knowledge and tools they need to build lasting wealth.

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

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.