Recognized Annuities and Insurance Leaders 2025

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.

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.

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.

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.

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.

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 .”

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.

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

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 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.

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.

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.

Edita Evoyan is a financial coach and business mentor who helps professionals and families make clearer, more confident decisions about money. With a background in architecture and interior design, she brings a unique, systems-based approach to financial strategy: simplifying complexity, building structure, and helping people design plans that align with real life goals. In her work, Edita focuses on practical financial education, retirement planning concepts, risk awareness, and long-term wealth-building habits. She’s known for translating intimidating financial topics into simple language, helping audiences cut through noise, misinformation, and overly technical advice. Edita also mentors and trains aspiring financial professionals on communication, leadership, and building an education-first business with integrity and compliance in mind. She frequently speaks on the mindset shift from employee to owner, creating additional income streams, and building scalable skills without sacrificing family priorities. Media outlets typically feature Edita for approachable commentary on financial confidence, modern wealth habits, retirement planning basics, and the real-world behaviors that drive better outcomes.

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.

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.

As a seasoned Wealth Advisor with over a decade of experience in the financial services industry, I've had the privilege of working with diverse types of clientele, helping them navigate the complexities of financial planning. My journey has been defined by a commitment to understanding each client's unique goals and developing tailored strategies that encompass everything from retirement and estate planning to tax-efficient investment portfolios. Throughout my career, I've worked closely with individuals and families at various life stages, from young professionals just starting their financial journeys to retirees looking to preserve and grow their wealth. My approach is holistic, ensuring that all aspects of my clients' financial lives are aligned with their long-term objectives. In addition to my advisory role, I’ve held leadership positions where I guided teams of financial planners in crafting comprehensive financial planning strategies. My leadership experience includes overseeing the design and implementation of systems that addressed complex financial needs, such as equity compensation planning, college funding, and insurance solutions. My goal is to continue empowering clients to achieve financial security and peace of mind, while leveraging my expertise and leadership to deliver personalized, results-driven financial strategies.

Founder of Abrams Insurance Solutions which provides independent personal financial analysis, planning and advice to families and small businesses across the U.S. We represent over 70 of the top rated insurance companies. Based on your personal situation, we will shop every company to save you time and money on your insurance purchase. Specialties: Life Insurance Maximizing Retirement Income Term Insurance Indexed Universal Life Insurance Whole Life Insurance High Risk Life Insurance Annuities Disability Insurance Long Term Care Insurance Premium Financing Kaizen 401(k) Rollovers MAXIMIZE YOUR RETIREMENT INCOME BY REDUCING RISK AND TAXES If you are frustrated with the lack of access and control of your money in your 401(k) or stressed about the timing of the next stock market dive - we have solutions for you. These strategies will help you safely grow your money while protecting it from tax and market risks. If you want more flexibility and control with your savings, and less risk and fees, you should learn how these options can improve your financial position.

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.

Thomas Daykin is a Senior Financial Adviser at ActOn Wealth, specialising in holistic, goals-based financial planning for Australians. He works closely with clients to align their investments, superannuation, tax, risk management and cash flow strategies with their long-term lifestyle objectives. Tom has been personally nominated at national industry awards, and is part of the award-winning team at ActOn Wealth, recognised for excellence in client outcomes and advice standards. He is available to comment on superannuation, retirement strategy, personal investing, wealth creation, market behavior, intergenerational wealth, and broader financial planning issues impacting Australians. Tom delivers clear, practical and media-friendly insights that make complex financial topics accessible and relevant.