CALL ME: 908-319-2343

PETER SHATNER INSURANCE

Expert in Life Insurance and Annuity advisory services.
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You & your family

Life insurance provides peace of mind today and protection for tomorrow—ensuring your loved ones are financially secure, no matter what life brings..

RETIREMENT PLANNING

There’s no better way to prepare for retirement than with tax-free income from life insurance and the tax-deferred growth of annuities—together creating lasting security, protection, and peace of mind.

Businesses

Life insurance isn’t just personal—it’s essential for business. Key man and buy-sell insurance protect your company’s future, ensuring continuity, financial stability, and a smooth transition when it matters most.
How can I help?

we’re uniquely placed to give you the help and advice you need, all under one roof

SPEND MONEY WISELY
Spend money wisely—prioritize needs over wants, invest in your future, protect what you’ve built with life insurance and annuities, and create lasting security for yourself and your loved ones.
Prepare for Retirement
Prepare for retirement with confidence—using life insurance for tax-free income, annuities for guaranteed growth and lifetime income, and smart planning that secures your future while protecting your loved ones.
ACCUMULATE WEALTH
Accumulate wealth by saving consistently, leveraging tax advantages, protecting assets with life insurance, and securing guaranteed growth through annuities—building a strong financial foundation for retirement and beyond.
LET'S TALK

About MY SERVICES

At Peter Shatner Annuity & Insurance Brokers, I believe financial security begins with trust, experience, and independence. Our mission is to help individuals, families, and businesses build wealth, protect assets, and prepare for retirement with confidence.
  • Independent Broker – Not married to one company; I work in your best interest.
  • 43 Years of Experience – Proven expertise as a life insurance professional, stockbroker, and former Registered Principal.
  • Comprehensive Solutions – Life insurance, annuities, tax-advantaged retirement strategies, and estate planning.
  • Client-Centered Approach – Tailored strategies designed to fit your unique financial goals.
  • Legacy & Protection – Safeguarding families, businesses, and futures with innovative planning solutions.

Hundreds of satisfied Clients

Peter Shatner is an independent life insurance broker, not tied to any one company. He searches the marketplace on your behalf, offering objective solutions tailored to your needs, always working in your best interest.

43+ YEARS IN THE MARKET

With 43 years of experience as a life insurance professional, former stockbroker, and Registered Principal, Peter Shatner brings unmatched knowledge, integrity, and financial expertise to help clients secure their future with confidence and clarity. magna.
What we do

Objective guidance and expertise that’s unmatched in the wealth management space

BOOK A CONSULTATION
FINANCIAL PLANNING
Financial planning with life insurance goes beyond protection—it builds tax-advantaged wealth, safeguards your family, funds retirement, and creates a lasting legacy while keeping your future secure and flexible.
TAX PLANNING
Tax planning with life insurance purchased through a defined benefit plan can strategically eliminate overfunding—turning excess contributions into valuable protection, tax-free benefits, and a lasting legacy for both retirement and heirs.
RETIREMENT PLANNING
Retirement planning with life insurance and annuities combines tax advantages, guaranteed income, and lasting protection—helping you grow wealth, secure your future, and provide peace of mind for yourself and your loved ones.
ESTATE PLANNING
Estate planning with life insurance ensures your wealth transfers smoothly, minimizes taxes, and provides liquidity for heirs—creating financial security, protecting your legacy, and preserving what you’ve worked hard to build for future generations.
Let's talk

Schedule a free consultation with PETER SHATNER!

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908-319-2343
peter@petershatner.com
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