Best Insurance Planning Experts

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.

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 .”

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

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

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.

Ryan Duffy is a North Carolina and South Carolina attorney who helps families protect what matters most through clear, practical estate planning. As the founder of Estate Planning of the Carolinas, he focuses on wills, trusts, probate, and incapacity planning, offering a streamlined, virtual-first experience that makes quality legal help easier to access. Ryan also maintains a personal-injury practice and advises clients through complex real-world problems. Outside of client work, he operates Legal Verb, a content and SEO service for law firms looking to grow through better online visibility.

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

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.

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.

Business consultant working with C-Suite executives in the Mid-Market and Enterprise space, helping them understand profit leaks within their organization that impact turnover, employee engagement, productivity, and profitability.

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 am a 1st generation dual citizen Colombian who moved to the states in 2002. I am passionate about coaching, personal development, and driving change. I help organizations with 50+ employees in Arizona build a robust benefits strategy that tells THEIR story and helps maximize the ROI of caring about their people. With my previous experience as an HCM Consultant I have Extensive knowledge managing and helping organizations save $$, while improving functionality and offering cost savings in all areas of Human Resources including; Benefits, 401k, Workers Compensation, Employee Relations, Team Development, Workforce Management, Employee Retention, Training and Organization Development, Recruiting, and the Human capital side of mergers and acquisitions. This skill set has allowed me to ask the right questions and pinpoint my clients pain points like a true client advocate. As a part of the local SHRM-Greater Tucson and a Co-Director of the Community Outreach committee, I am responsible for assisting the committee chair and marketing committee chair in expanding the local Tucson HR community by building and maintaining relationships with other organizations and professionals. This includes working with other HR chapters, local networking groups, and industry associations to promote the chapter and its mission of enhancing the Southern Arizona HR community as a whole. In my free time I like to stay VERY active, spend time with my family, hang out with my 2 new kittens (cat dad), and expand my extensive Pun knowledge! "Why did the scarecrow get the HR job? Because.... it was Out-Standing in its field

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.

Click the pencil icon next to "Write a professional summary about yourself" and paste this: Gabriel Killian is a military professional and founder of MemorialMerits.com, a comprehensive end-of-life planning platform born from personal experience navigating loss during deployment. After losing his father while serving at sea and being unable to return home in time for the funeral, Gabriel experienced firsthand the overwhelming challenges families face when making critical decisions under emotional duress and time pressure. With limited resources and no clear guidance, he witnessed how vulnerable families become during their most difficult moments. This experience, combined with a later life-threatening medical event that forced him to confront his own mortality, inspired Gabriel to create resources that help families navigate end-of-life planning with confidence and dignity. Gabriel is the author of the "Should Tomorrow Never Come" Legacy Journal, available on Amazon, and has published multiple books on legacy planning including guides specifically designed for aging parents and seniors. Through MemorialMerits, he has built a 400+ page resource platform featuring Solace, an AI-powered guide that helps families understand their options, rights, and resources throughout the entire end-of-life journey. His expertise spans funeral planning and costs, military and veteran memorial honors, legacy preservation, grief resources, estate planning basics, and consumer rights in the death care industry. Gabriel's mission is to ensure families have the knowledge and support to make informed, meaningful decisions without guilt or financial exploitation.