Peter Adams, CLU®, ChFC®, RICP®
Director of Life Operations
Peter is the Director of Life Operations at Strategies for Wealth.
He is responsible for the technical aspects of life insurance marketing, advanced sales and policy management for the firm’s associates and brokers. Peter also leads the Client Retention Center team which supports existing clients with managing their policies.
Peter has over 35 years of experience in the life insurance industry. He has worked in the life insurance marketing departments at New York Life’s and Guardian Life’s home offices. This is Peter's 21st year with Strategies for Wealth.
A graduate of the College of Insurance (now St. John’s University’s The School of Risk Management, Insurance and Actuarial Science) with a bachelor’s degree in Actuarial Science; Peter enjoys training associates, proteges and support staff to bring understanding to the myriad of life insurance products and riders. This includes a historical perspective of how products evolved and performed over time.
Peter resides in Wilton, Connecticut with his wife, Colleen and two sons. In his free time, Peter enjoys hiking, birding and historical sports research.