Principle
T. Peyko & Associates
United States
Timothy D. Peyko brings 25 years of experience in the life insurance advising and wealth management field toward his current position as the head of T. Peyko & Associates in Colchester, Vermont. In this role, Mr.Peyko focuses on developing creative solutions to Wealth Transfer objectives. Some of the many techniques Tim provides include Life Settlements, Premium Financing, and Policy Review Advocacy. An expert in Trust Owned Life Insurance (TOLI) cases, Mr. Peyko specializes in Trust-Owned Life Insurance Product Execution. Mr. Peyko’s clients receive a number of benefits when working with T. Peyko & Associates. In addition to gaining access to the firm’s host of experienced wealth management professionals, T. Peyko & Associates clients benefit from the firm’s partnership with National Financial Partners (NFP), a distinguished national network of independent financial planners. Through the NFP, T. Peyko & Associates clients receive access to a comprehensive archive of financial and management data from more than 400 life insurance companies, allowing for comprehensive side-by-side rate comparisons. Prior to establishing T. Peyko & Associates, Timothy Peyko served as an Insurance Advisor for The Mutual Life Insurance Company of New York (MONY). In this position for more than two decades, Tim worked to incorporate insurance strategies into overall financial planning for a diverse range of clients, including high net worth individuals, families, and institutions. Mr. Peyko is a member of numerous professional organizations, including Million Dollar Round Table (MDRT) and the National Association of Insurance and Financial Advisors (NAIFA), through which he has been designated as a Life Underwriter Training Council Fellow. Timothy Peyko holds a Bachelor’s degree in Journalism from the University of Vermont. Most recently, Tim completed courses in Modern Portfolio Theory through the Advest Institute at Harvard University.
http://timothypeyko.businesscard2.com/
http://www.fastcompany.com/user/timothy-peyko
Principle , T. Peyko & Associates
Insurance industryT. Peyko & Associates provides considerable experience and resources in the field of life insurance, including solutions for enhancing charitable giving and passing wealth onto future generations. We are an unbiased, independent firm that is able to address a wide spectrum of insurance needs, and share in the intellectual capital and sophisticated capabilities of our partner firm [National Financial Partners].
Insurance Advisor , Mutual of New York
Insurance industry- Qualifying Member of MONY Top 50 Club
- Qualifying Member of MONY Presidents Counsel
- Attended numerous Campus Schools at the American College in Bryn Mawr, PA and Phoenix, Arizona.
University of Vermont , Vermont, United States
Bachelor’s degree, 1982.
Areas of study: Journalism
Activities and societies: Photo-Journalism Exhibit: Bailey-Howe Library
Goddard College
1980.
Areas of study: Journalism, Archeology and Communications
Activities and societies: Team Research Leader of a group of students studying the island ecology of San Salvador Island, Bahamas
Harvard University , Massachusetts, United States
2005.
Areas of study: Modern Portfolio Theory
