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Peter Klein, CFA

Peter Klein, CFA, is director of advanced markets and underwriting at Secor Advisors Group, LLC, with more than 25 years of experience in life products, wealth management, estate and retirement planning.

Klein started his career with Travelers Insurance Company in private placements and portfolio management. During his tenure at Travelers, he attended life insurance school, receiving extensive training in life insurance products. He has advised corporations on keyman policies, corporate COLI plans, and premium finance–including comprehensive policy reviews.

For the last several years, Klein has provided consulting services to life insurance general agencies and independent marketing organizations. He holds two graduate degrees, an MS in science and an MBA from the University of Connecticut.

Klein can be reached by telephone at 317-414-1205. Email: peterk711@gmail.com.