The Life Insurance Guy

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The_Life_Insurance_Guy-01

The Life Insurance Guy

Your Clients Covered

Description

Peter Stathis, founder of The Life Insurance Guy, helps financial advisers strengthen their life insurance advice with clear, practical guidance on structuring, reviewing, and managing protection strategies. Advisers who want to deliver high quality risk advice, but are short on time or confidence, rely on Peter for expert support that improves client outcomes and streamlines the entire process.

With over 20 years of experience in the life insurance industry, Peter works closely with advisers, practices, and licensees to ensure clients receive well-structured and effective insurance solutions. His work spans advisory consulting, review frameworks, education, underwriting support, and improving the operational delivery of insurance advice.

How Advisers Work With Peter

  • Developing or refining their insurance advice philosophy
  • Reviewing clients’ existing cover
  • Strengthening advice processes and documentation
  • Segmenting and managing their insurance back book
  • Improving engagement and education for insurance conversations

At the core of his approach is a simple objective: helping advisers save time, improve clarity, and deliver more confident, efficient, and client-focused risk advice.

Industry Collaboration

Peter is actively involved in strengthening the risk advice community. He collaborates with Risk Hub and Life Insurance Guide, contributes to adviser education, and shares practical insights through workshops, webinars, and public discussions on better delivering insurance advice.

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