Insurance Planning - "Where we've been and where we are going"
Peter Fleming joined Nease, Lagana, Eden, & Culley, Inc. as Vice President of Marketing in 2009. Peter specializes in advisor education for the estate planning community, where he conducts personalized educational sessions on the effective uses of life insurance as a planning tool. In addition, he uses real life case studies to help advisors and their clients understand how life insurance has been used in the affluent planning market. He serves as NLEC’s liaison with the American Bar Association, American College of Trust and Estate Counsel, and various family office groups. Peter is also responsible for developing strategic alliances/joint ventures with other organizations to assist with the placement of life insurance in the ultra-affluent marketplace. Peter has spoken before multiple estate planning and tax groups and has authored several articles published in Private Wealth Magazine. Peter is a graduate of the University of Florida, and has completed executive education courses at the Georgia Institute of Technology. He is a registered representative of M Holdings Securities, Inc.
