Contact
Schedule a free 30-minute consultation with Peter.
Bring whatever you have. Old policies, vague worries, a 401k you haven't looked at in years. Thirty minutes is enough to see what's possible. Free, no pressure.
Every call
You talk to Peter.
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No-pressure intro
What the call covers
Thirty minutes is enough to map where you are.
01
What's already in place
Current life insurance, retirement accounts, beneficiaries, will (if any). Peter doesn't dig deeper than you want to, just enough to see the shape.
02
Where you feel exposed
Mortgage, kids, income gap, healthcare bridge, NY estate tax cliff. Whichever ones are keeping you up at night, Peter names them.
03
What a plan might look like
Concrete options, coverage amount, term length, rollover strategy. No commitment to anything. You leave with a clearer picture.
Pick a time
Book a free 30-minute consultation directly.
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Not ready to commit to a time?
Send a question and Peter will write back within a business day.
Where Peter meets families