Peter Crincoli

Peter M. Crincoli, III has spent over two decades at the intersection of life insurance distribution, advanced sales strategy, and structural asset optimization. As the Life Insurance Product Specialist for The Strategic Business Planner, he serves as the technical engine for advanced case design, ensuring every foundational liquidity and protection structure is engineered for maximum efficiency.

Peter’s career spans the entire ecosystem of risk management. After a decade of foundational work in individual protection planning, he was recruited by Guardian Life Insurance Company of America in 2012. His technical expertise and strategic insight led to his promotion in 2019 as Regional Sales Director for New England, where he directed life insurance strategy across 15 general agencies and advised over 1,000 financial professionals on complex product positioning and advanced estate planning concepts.

In 2025, Peter expanded his leadership footprint, stepping into his role as Vice President of Life Insurance at National Financial Network. In tandem with The Strategic Business Planner, he oversees macro-level product strategy, high-net-worth case architecture, and the precise execution of multi-generational wealth and business succession structures.

Peter holds a B.S. in Finance with a Minor in Economics from Stockton University. He maintains his Life, Accident & Health licenses alongside FINRA Series 6 and 63 registrations.

Outside of his professional practice, Peter lives in New Jersey with his fiancée, Lauren, and his two daughters. A dedicated father, he spends much of his personal time supporting his daughter’s travel softball team, staying active in the gym, and getting out on the golf course.

Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 4494832.