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.

Will Lane is a seasoned financial expert with over 20 years of experience across the financial sectors of banking, investments and insurance. He leads educational workshops across the country focused on helping Black families build, protect, and pass down generational wealth. Specializing in retirement planning, estate planning strategies and life insurance, Will is known for his ability to make complex financial concepts practical, relatable, and easy to understand. His work centers on empowering families with the knowledge needed to move from short-term financial planning to long-term financial security. Will has been featured in national publications such as Yahoo Finance, Business Insider, and American Business Stars, where he shares insights on the importance of financial literacy, legacy planning, and closing the racial wealth gap. A key aspect of his approach is helping individuals identify and overcome self-sabotaging financial patterns so they can make confident decisions about protecting their families, preparing for retirement, and leaving a lasting legacy. Through his education-first approach and no-nonsense delivery, Will has become a trusted voice for podcasts, panels, and publications focused on financial education, wealth building, and economic empowerment within the Black community.

Kris Alban, AIF®, is a Financial Planner at BSG Advisers, a fiduciary-based financial planning firm headquartered in Apex, North Carolina. With a background in financial technology and a passion for simplifying complex financial topics, Kris brings a unique blend of innovation and personalized service to his clients. He specializes in long-term wealth planning, retirement strategies, and financial wellness education, helping individuals and families navigate their financial journeys with clarity and confidence. Kris is also a contributor to industry publication. where he shares insights on financial wellness and retirement planning. Prior to joining BSG Advisers, Kris co-founded iGrad, a San Diego-based financial technology company that provides AI-powered financial wellness solutions to employers, financial institutions, and educational institutions. As Executive Vice President, he played a pivotal role in developing the Enrich Financial Wellness platform, which serves over 20,000 employers and more than 300 financial institutions.

I navigate individuals on the road to financial security by offering insurance products such as Life, Disability, Long-Term Care, and Medicare. With over 25 years of consulting experience and access to dozens of highly-rated insurance carriers, I strive to give my clients the best coverage for their needs and budget.

I specialize in helping people successfully move from work to retirement, focusing on the area's of Retirement income planning, Investment strategies, tax efficient income and Legacy and Estate planning.

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.

Shawn Iverson is the Principal and Owner of The Insurance Center, an independent insurance agency serving individuals and businesses across Utah and beyond. He began his insurance career in 1994 and went on to found The Insurance Center in 1995, building it into a full-service agency representing dozens of carriers. Shawn brings decades of experience helping clients navigate complex coverage decisions and prioritizes personalized service and long-term relationships. His expertise spans personal insurance (auto, home, life), commercial insurance, and specialty lines such as trampoline park liability. His leadership emphasizes clarity, trust, and practical solutions tailored to each client’s unique situation. Professionally grounded in deep industry knowledge, Shawn also engages with the community and industry partners to stay current on risk management trends and best practices.

Derrick Schuler is a CERTIFIED FINANCIAL PLANNER® professional with Schuler Wealth Planning located in Columbus, OH. He brings more than 20 years of experience in the banking and financial services industry and has worked for several large financial firms throughout his career. He helps clients retire comfortably with confidence. As a fee-only, fiduciary CFP®, he offers traditional ongoing financial planning services for a flat fee, or one-time plans for those that don’t want to transfer assets or pay ongoing fees.

I am the founder of Bayview Financial Group and have been in business since 1998. We offer wealth management, retirement planning for Canadians and we also have an employee benefits division where we act as benefits consultant and broker for small and medium sized Canadian employers.

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 is an entrepreneur, operator, and brand builder focused on turning everyday service businesses into modern, trusted companies people actually want to buy from. He is best known for building practical, consumer-first brands across industries like insurance, healthcare, fertility, family-based services, immigration services and AI-powered web solutions. 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 on life insurance. As the founder of leading companies, Alex has shaped a vision characterized by transparency, simplicity, and customer care. Recognized for his ability to simplify complex business topics, Alex’s commentary continues to help readers make informed decisions about their financial futures.

I'm the founder of Citizens Life Group, a fiduciary life settlement brokerage based in Orlando, Florida. My firm connects seniors with licensed life settlement brokers who bring over 25 years of experience in the industry — dating back to the market's inception. We advocate exclusively for policy sellers, shopping each case across a competitive network of institutional buyers to maximize payouts. I specialize in helping seniors and their families understand alternatives to lapsing or surrendering life insurance policies. My areas of expertise include life settlements, policy valuation, senior financial planning, fiduciary advocacy, and the life insurance secondary market.

Peter Thao is a risk and liquidity planning specialist who works with medical professionals, private practice owners, and business operators to design strategic life insurance solutions focused on protection, liquidity, and long-term financial efficiency. With a background in digital strategy and data-driven analysis, he approaches life insurance planning with an emphasis on structure, transparency, and performance—particularly in advanced products such as Indexed Universal Life (IUL). His work centers on helping clients navigate complex financial decisions with clarity, balancing both the opportunities and potential risks within policy design. He collaborates with attorneys and banking professionals to align insurance strategies with broader financial, legal, and business objectives, supporting areas such as income protection, tax-advantaged liquidity, and business continuity planning. Known for an education-first approach, he focuses on simplifying complex concepts into practical insights, empowering clients and audiences to make informed, strategic decisions rather than product-driven choices.

I've worked in financial service for 25 years, building experience at Barclays Premier in my 30s looking after a portfolio of mass affluent clients. Moving to Watts Mortgage and Wealth Management 12 years ago I now head off the Financial Planning team. My specialism is protection- life insurance, income protection, business protection etc. We have special expertise when it comes to understanding and finding cover for clients with often complex medical histories. Having thrived in this area we are proud to have won MoneyFacts ILP UK protection adviser of the year 6 times in recent years. I have been a regular contributor of thought pieces in our area for MoneyFacts magazine over recent years.

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 .”

Hi, I'm Clint Haynes, Founder and President of NextGen Wealth. I am married to my best friend, Christa, and we had our first child, Harper, on my 40th birthday (the best gift I could ever get!). We love food, craft beer, and traveling. You can count on us hitting up a few of the local delicacies & breweries on just about every vacation. I also love golf, and as I write this, my goal is to get to a single-digit handicap, although I think it might be getting worse. 😔 So, now that you know a little about personal and fun stuff, let’s get to know a little bit more about me professionally and how I got to where I am today. I’ve been in the financial planning and financial services industry since 2001. It’s all I’ve ever known as a career choice, and I hope it stays that way for as long as I’m capable. After being in the industry for a few years, it became quite apparent to me that there was really no difference between financial services firms – they all basically did the exact same thing. With that in mind, I pursued and earned my CFP certification. Becoming a Certified Financial Planner allowed me to launch NextGen Wealth, where I focus on adding deep value to your financial journey. I’m especially passionate about helping clients navigate the shift from their working years into a fulfilling retirement. Through our patented COLLAB Financial Planning Process, we develop solutions in every area of your financial life so that you can go into retirement with confidence, knowing that it will be fulfilling, purpose-driven, and meaningful, all laid out in a way that actually makes sense and will get you even more excited about the next stage in your life. For more than 10 years, NextGen Wealth has been dedicated to delivering a massive return on investment for our clients. Our impact is backed by data and industry accolades: we were honored as a Top 50 Investment Adviser in 2024 and recognized as a leading Grandview Financial Planner for 2025, achieving a 95% quality score for our service standards. If this sounds like the type of financial advisor you want to work with, then let us help you create a plan for your life after work and explore ways to find fulfillment in your golden years. I want to ensure that this final third of your life is everything you’ve always dreamed of (and more) while also providing you with the emotional and behavioral support that comes with transitioning into retirement.

Quickinsure is an online insurance comparison portal that provides general insurance solutions, including Bike Insurance, Car Insurance, Health Insurance, and Travel insurance. Along with its digital platform, Quickinsure also has an offline sales force equipped with state-of-the-art technology to help customers compare and choose the best policies from a wide range of insurers in India. With a customer-centric approach, Quickinsure ensures a seamless and transparent insurance-buying experience for all.