AHCA Update - Level Funded Plans (E1710749)

Kevin Lawrence has joined PGP after 10 years at MetLife and 2 years as Vice President of Advanced Planning Partners. Over the last 6 years of his career, Kevin has concentrated his practice on helping seniors with their health care needs. Kevin has become a top producer in Medicare Supplement Plans, Part D Plans, and Medicare Advantage Plans. He has accomplished this through his work ethic and his knowledge of the Medicare market. Kevin takes pride in educating his clients to ensure that they are confident that they have chosen the best product for their needs.

Kevin is well known in the brokerage community as an expert on eliminating the confusion surrounding Medicare. Many brokers rely on Kevin’s guidance to help them solve problems for their clients. Kevin’s practice has grown rapidly due to establishing referral partnerships with brokers and financial planners. These professionals know that Kevin will continue to service the client well after the initial sale. They view Kevin’s attention to detail and service model as a great way to help them grow their practices.

Kevin continues to grow PGP’s Medicare presence in this marketplace.

Noel Santiago is vice president in the Group Benefits division of AEPG Wealth Strategies. He specializes in company-offered group insurance programs. He is also well versed in 401(k) plan implementation, and individual life, disability and medical programs. He considers himself an extension of his clients’ Human Resources departments, analyzing their needs and collaborating with them to develop customized plans to address their health benefits management issues.

With over 17 years of experience in the insurance and financial industry, Mr. Santiago brings unique insight in designing various life, health, disability and retirement plans. He began his career at Automatic Data Processing as a retirement services specialist. Went on to Herbert L. Jamison & Co., LLC where he started as an account executive in their employee benefit department, and helped grow and manage their retirement product line.

Mr. Santiago received a BA in finance from Montclair State University, and he is licensed in Life and Health in New Jersey and other states. Outside of the office, he has been involved in various organizations, such as ALA (Association of Legal Administrators) NJ, NY and Miami chapters. He enjoys speaking engagements, sports, and traveling with his family.