Best Insurance Planning Experts

I’ve spent over seven years at Yonder Travel Insurance mastering the 'fine print' so travelers don't have to. My expertise lies in deconstructing complex policy language into clear, actionable advice, whether I’m recommending the ideal plan for a unique itinerary or guiding a client through the intricacies of the claims process. By maintaining key partnerships with top insurance providers, I stay at the forefront of industry trends to provide unbiased, expert insights that help travelers maximize their benefits and navigate the unexpected with confidence. I use this experience to craft insightful responses on behalf of Yonder to further educate the public on travel insurance, which you can explore in my featured articles section.

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I am licensed to sell insurance in: NY, NJ, PA, NC, SC, TN, CA, WA & FL and securities in: NY, NJ, PA, NC, SC, TN, CA, WA & FL. I am a registered representative of and offer securities and investment advisory services, investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 6800 Jericho Turnpike, Suite 202 W, Syosset, NY 11791.

A results-oriented professional with experience in, TRAINING, TECHNOLOGY, FINANCE AND SALES. Establishes solid working relationships with all levels of management, sales staff, support personnel and clientele from diversified backgrounds. Incorporates highly effective training methods to ensure complete understanding of subject matter. Functions efficiently and resourcefully in pressured situations, making critical decisions with sound judgment. Present a professional and positive company image at all times.Key Strengths Include:● Vast experience in providing hands-on instructor-led software training.● Working knowledge of web based training and e-learning models.● Skilled in identifying client needs and presenting creative solutions.● Ability to apply adult learning principles in training instruction and materials design.

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.

Erik Wildstein is a Private Risk & Wealth Advisor and founder of The Wildstein Group. For over 30 years, he has helped high-net-worth individuals, business owners, executives, and families use insurance strategically to protect their wealth, income, businesses, and legacy goals. As an independent advisor, Erik works across life insurance, disability insurance, long-term care planning, business protection and wealth preservation strategies. He helps clients evaluate complex coverage decisions in the context of their broader financial picture, ensuring their plans align with both current needs and long-term objectives. Known for his practical and straightforward approach, Erik frequently advises clients on topics including estate planning, business continuity, key person protection, retirement planning, risk management, and legacy planning.

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.

Ralph Trigg is a California-based certified estate advisor with over 30 years of experience in retirement planning, estate planning, and inheritance for individuals and families. His work focuses on helping clients make informed financial decisions by understanding risk, market behavior, and long-term planning principles. He frequently provides commentary on investor psychology, financial literacy, and navigating market volatility.

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.

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.

Matt Gratt is the Founder & Licensed Agent at CoverSavvy. Previously he was the Director of Growth at Bestow. He also held leadership roles at financial marketplaces like Splash Financial and Wikibuy (now Capital One Shopping.) He holds a BA from UC Berkeley.

I have worked in the financial services industry since 2011, holding a variety of roles across both large institutions and boutique firms. My experience includes working with major organizations such as State Street Bank and Morgan Stanley, as well as smaller, independently owned firms. In 2024, I left Morgan Stanley to become a partner at Town Square Wealth Management & Consulting. Town Square Wealth Management & Consulting is a locally owned boutique firm focused on providing comprehensive financial planning and advice to business owners and recent retirees. In addition to holding the CFP® designation, I am a Certified Exit Planning Advisor (CEPA), helping business owners prepare for and navigate the eventual sale of their businesses. I strongly believe that thoughtful planning is the foundation of every successful client relationship. After working within large corporate environments, I came to believe that serving hundreds of clients at once does not allow for the level of care and attention clients deserve. Our firm is intentionally structured to remain highly personal, allowing us to deliver focused, meaningful guidance rather than operating as a high-volume practice.

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.

Everyone, and/or business, should have a customized financial plan to suit their needs. Listening to my client’s goals, dreams and stories allows me to get a true understanding of what is important to them. After understanding you, I can adjust my services to the clients needs to build a financial plan that is customized to your needs. Send me a message for more information on:-Modern Financial Plans-Insurance-Investments-Business planning-Group benefits My team includes a series of specialists to provide expert advice so you can feel confident your plan will be successful in attaining your true desires, needs and overcome any challenges you may have in your current financial plan. We are all unique, and we all deserve a plan as unique as you.

I'm a seasoned freelance copywriter and content strategist who enjoys writing for large publications as well as startups, small to medium sized businesses, and Fortune 500 companies. You can find my work on a variety of publications and company websites, such as: -Forbes Health/Small Business -Angi -BHG Financial -CNN -Newsweek -LendingTree -U.S. Chamber of Commerce -Credit Karma -Experian -Earnest -Business Insider -Freedom Debt Relief -Nav -Rocket Mortgage -PolicyGenius -American Express -San Francisco Gate -Madison Trust/Broad Financial -OneMain Financial -Point.com -ClearChoice Dental -Roto-Rooter -Realtor.com -Insurify Learn more at https://annabaluchcopywriter.com/ or send an email to annabaluchwriter@gmail.com to discuss your project!

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.

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 am a CII-certified commercial insurance specialist and technical writer with over 5 years of hands-on experience in property and casualty (P&C) risk management. I hold a certification from the Chartered Insurance Institute (CII) and an Advanced Diploma in Insurance Studies from the Higher Institute of Insurance. As the founder and lead editor of Insuremia (insuremia.com), I specialize in breaking down complex U.S. commercial liability frameworks for small business owners, consultants, and licensed professionals. My core areas of expertise include General Liability, Professional Liability (Errors & Omissions), and Medical Malpractice insurance. My editorial work focuses on policy mechanics, endorsement structures, claims-made vs. occurrence forms, retroactive dates, and uncovering hidden policy exclusions that leave business owners vulnerable to unmitigated risk. Topics I can speak on for media inquiries: * Commercial & General Liability insurance requirements and cost drivers for small businesses * Professional Liability / E&O coverage gaps for independent consultants and freelancers * Medical Malpractice insurance nuances for healthcare practitioners * Contractual risk transfer, subcontractor endorsements, and Additional Insured requirements * Navigating policy exclusions, retroactive dates, and tail coverage I am always available to provide fast, quote-ready expert commentary, data breakdowns, or practical risk-management insights for journalists, bloggers, and publications covering small business finance and insurance.

Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella. Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve problems for their clients. After spending the first decade of his career working with community and regional banks, helping them navigate statement compliance and distribution, and transitioning them to digital platforms, Steven followed his passion to help families and companies thrive by becoming an expert in all areas of life insurance and advanced planning. Steven’s expertise, experience and independent streak make Catalyst the ideal solution for families seeking to make the most of their financial legacy.

This information is intended for use only by residents of CA, CO, FL, IL, MA, NC, NJ, NV, NY, PA, RI, SC, TX, VA, and WV. CA Producer License Number 775088 Please contact me by e-mail (james.sahagian@wellsfargo.com) or by phone (201-684-2117).