Description: Insurance, premium finance, estate plan, estate planning, large life insurance policies, supplemental retirement plan, annuity, annuities, life insurance, final expense, simplified underwriting, guaranteed issue, traditional underwriting, investment, wealth, advisory, agency, policy, health, iq, formula, rating, preferred, elite, genealogy, genius, General, great, trending, hot, Skype, Twitter, Instagram, Facebook, google, CJ Peters, guardian, mass mutual, northwestern mutual, New York life, prudential, pru
estate planning (1997) premium finance (12) supplemental retirement income planning et al. (2)
We take the guesswork out of benefits planning, first conducting a comprehensive review of all existing insurance & disability policies to maximize your portfolio’s efficiency and effectiveness. With that strong foundation, we work together to achieve the desired retirement objectives through qualitative and quantitative advice. Policy Penguin utilizes new underwriting practices and policy features to rebuild a contract that is designed for your current and future needs, not the needs of yesteryear.
Seamless Experience
C.J. Peters, our founder, a 20-plus-year veteran of the financial services marketplace, has worked as a managing director in New York City with many of the nation’s largest insurance firms. When he noticed companies were offering insurance advice online despite having no experience in the industry, C.J. knew there had to be a better solution. This, along with his driven nature and client-focused philosophy, inspired him to launch Policy Penguin to provide expertly tailored advice to top physicians.