Unbiased Advice

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About PAG Consulting

Our Founder and Managing Director, Peter Guglietta brings more than 30 years of broad U.S. domestic and international life insurance experience to PAG Consulting. After holding a variety of roles over 13 years within the U.S. domestic individual and corporate owned life insurance space, Peter entered the international portion of his unique career in 2005.

For the last 20 years, Peter and his team have been focused exclusively on life insurance planning for high and ultra-high net worth non-U.S. families and businesses. In addition to creating and presenting marketing and training content for global sales teams and professional advisors, Peter has been responsible for cross-border wealth transfer, business succession and executive benefit plan design, including product, structuring and funding strategies, for HNW and UHNW Global Citizen clients residing in over 70 countries.

In addition to decades of hands-on experience, Peter's credentials include:

Bachelor of Science in Finance (BSBA) from Northeastern University
Master of Science in Taxation (MST) from Suffolk University
Master of Science in Business Administration (MBA) from Suffolk University.
Chartered Life Underwriter (CLU) designation from The American College
Chartered Financial Consultant (ChFC) designation from The American College
Fellow, Life Management Institute (FLMI) from the Life Office Management Association
Active life, accident and health insurance licenses in multiple U.S. states
FINRA Series 6, 63 and 26 registrations

While licensed to sell insurance products, PAG Consulting is NOT a sales organization and we do not represent any insurance company to ensure our advice is fully independent and impartial.

Peter's CV is available for reviewing and download here.

About Our Clients

Cross-border and international life insurance planning is complicated. While incorporating a life insurance based solution in one's overall personal and business planning can provide many benefits, there are also many potential risks and challenges that must be navigated by a specifically trained expert advisor. That's why we have a saying at PAG Consulting: "We would much rather work with an advisor who doesn't know what they don't know (but wants to) than one who doesn't care what they don't know."

Our clients primarily include Professional Advisors who service HNW and UHNW clients who have existing life insurance or for whom a new life insurance based planning solution may be appropriate. These Professional Advisors include, but are not limited to:

Broker Dealers and RIAs
Financial Institutions
General Agencies/BGAs
Independent Insurance Producers/Agencies
Law Firms and Accounting Firms
Trustees and Trust Companies

PAG Consulting also provides advisory services to U.S. and international life insurance companies related to distributor training and compliance, product development and process enhancements tailored to the HNW and UHNW Global Citizen market.

Lastly, while we generally engage with the Professional Advisor team of Global Citizen clients, PAG Consulting also offers fee-only based consultation services directly to Global Citizen clients upon request.