She has mastered the art of vetting insurance companies and their products. Her specialty is managing insurance portfolios for affluent individuals and people with complex medical histories/lifestyle. Her expertise includes legacy, long term care, income replacement and retirement solutions for executives, business owners and individuals who require insurance planning. The combination of her strong technical underwriting background and product knowledge give advisors as well as clients a solid competitive edge to secure suitable products and favorable pricing offers from carriers.
Peachie is experienced in life, long term care, disability insurance and annuity. She has been engineering insurance solutions and serving clients, financial advisors and insurance professionals since 1997.
In addition to being a seasoned licensed insurance advisor, she held notable leadership positions as chief operating officer, chief underwriter and director of new business, case design and client services for domestic as well as global companies such as Mass Mutual, Guardian Life, The Newport Group and high-end insurance brokerages. She was educated internationally at the University of Santo Tomas, studied Business Marketing at UC College of New Jersey and holds multiple industry designations. She is also an accredited instructor and provider of insurance continuing education for licensed advisors.
She promotes ethical conduct of advisors and advocates for positive regulatory environment by serving as 2022 President of the National Association of Insurance and Financial Advisors (NAIFA) NE FL. She also serves/served on various boards including the Philippine-American Chamber of Commerce of Tampa Bay (PACC) and other committees dedicated to helping financial professionals. She is also a member of the Association of Home Office Underwriters (AHOU).
Peachie is all about empowering those around her. In 2021, she co-founded Women Empowering Women in Nocatee, FL. She also writes for various publications and is a frequent guest speaker/subject matter expert on topics such as insurance planning, underwriting and empowerment.
She leads an active lifestyle and gives back to the community. Peachie loves spending time with her two daughters: being active, crafting, baking and cooking with them. She bikes regularly with her husband and plays volleyball with friends. She also volunteers her time as a team manager for her kids' sports teams, Girl Scout program mentor, community HOA board member and various community events.
Peachie's Recent Articles
Every holiday season, my girls and I make these yummy gingerbread cookies for Santa! It is easy, delicious, and a lot of fun to make. It is our annual family tradition to make every Christmas eve, so Santa gets freshly baked cookies with his hot cocoa right before he drops off our gifts and goes back to the north pole with our elves! We hope you enjoy making these cookies together as much as we do! Arielle & Elysse’s Gingerbread Cookies Recipe
For the month of October, my team and I hope to help the National Breast Cancer Foundation and all breast cancer warriors out there to spread the word about breast cancer. Below you will find some helpful books and information from the National Breast Cancer Foundation.