Timothy Peyko
Principle

Websites:

• Timothy Peyko on Xing

Timothy D. Peyko leverages more than 25 years of experience in the insurance industry toward his current role as the principle of T. Peyko & Associates, a life insurance advisory firm based in Colchester, Vermont. A member firm with NFP (National Financial Partners), Mr. Peyko diligently advocates intelligent wealth management solutions on behalf of his clients through a unique combination of his own experience and NFP's positive relationships with numerous major life insurance companies.

An expert in Wealth Transfer issues, such as charitable giving and passing wealth to family, Timothy Peyko implements a number of diverse strategies to achieve his clients' goals. Some of the many skill sets Mr. Peyko employs on behalf of his clients include life insurance settlements and underwriting advocacy. Tim also maintains a specialty in Trust-Owned Life Insurance Product Execution, whereby clients can leave inherited wealth to their family, cover estate tax liability planning expenses, and donate monies to charities after death.

Before establishing T. Peyko & Associates, Timothy Peyko gained substantial experience as a career agent with The Mutual Life Insurance Company of New York (MONY). During his more than two-decade career with MONY, Mr. Peyko focused on wealth building strategies for an array of clients. Timothy Peyko began his career at MONY soon after graduating from the University of Vermont, where he received his undergraduate degree in Journalism.

Dedicated to expanding his skill set, Timothy Peyko has taken courses in Modern Portfolio Theory through The Advest Institute at Harvard University Business School. Mr. Peyko has also completed numerous professional development courses through the American College, earning designation as a Life Underwriter Training Council Fellow (LUTCF). Currently, Timothy Peyko maintains membership in the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table (MDRT).

Outside of his professional endeavors, Timothy Peyko is active in numerous charitable works, including the American Cancer Society and the annual Susan G. Komen Race for the Cure, which raises support for breast cancer research.

With a combination of 25 years of personal experience in the Vermont market, as well as NFP's national scale and leverage to negotiate dedicated relationships with major life insurance carriers, I have tools you might not otherwise know existed when it comes to addressing sophisticated Wealth Transfer objectives. Life Settlements, Premium Financing and Policy Review Advocacy are a few examples of re-structuring techniques previously unavailable to most advisors. As the person Professionals turn to for their challenging Trust Owned Life Insurance (TOLI) cases, I continuously seek ways to facilitate access to intellectual capital that will optimize the results I deliver to your clients.

Specialized focus in the area of Trust-Owned Life Insurance Product Execution.

Goddard College : 1978-1980 - Journalism, Archeology and Communications - Team Research Leader of a group of students studying the island ecology of San Salvador Island, Bahamas

University of Vermont: 1980-1982 - Bachelor of Arts in Journalism - Photo-Journalism Exhibit: Bailey-Howe Library

Harvard University: 2003-2005 - Modern Portfolio Theory

T. Peyko & Associates: 2007-Present - Principle - T. 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].

Mutual of New York: 1984-2007 - Insurance Advisor - 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.