Author: Greg Pelletier CFP®, CLU®, CHFC®

With more than two decades of experience in the financial services industry, Greg has cultivated multi-tiered relationships with over 5,000 producers and hundreds of firms. His expertise spans every level of distribution, including personal production, industry-leading carriers, brokerage general agencies, and independent marketing organizations. Greg has developed, implemented, and refined large-scale strategies with a methodical and thoughtful approach. His unwavering commitment to prioritizing the end users—whether they are employees, producers, or clients—ensures that the solutions he creates are both effective and enduring, optimized for a lasting impact.