Life Insurance Practice

Let's Talk

Give your leadership team
peace of mind 

With the tight labor market, attracting the executives and leadership your organization needs require creativity and a bespoke executive benefits package. These high-income and affluent professionals also have complex needs to provide the right level of financial security for their families with an eye on wealth planning, estate and income tax planning, and life insurance strategies. 

Creative insight and guidance to meet high-income earners needs

Risk Strategies offers services and support for: 

Solution Experts

Matthew Friedson

National Life Insurance Practice Leader

Matthew Friedson

Matthew Friedson

National Life Insurance Practice Leader

Matthew Friedson joined Risk Strategies in 2022 as the National Life Insurance Practice Leader.  He is responsible for developing and leading the national growth strategy for the Life Insurance practice.   

Matthew has more than 15 years of experience specializing in complex insurance applications of estate and business planning, educating clients and helping them to develop and implement powerful strategies to meet their objectives. He spent nine years as a senior adviser with a mid-Atlantic (DC) area brokerage and consulting firm where he specialized in private client services, advising clients across the country on wealth transfer and tax planning strategies, as well as business succession planning. During the last five years, he also held a principal role for a boutique private client personal lines property and casualty firm.   

Matthew holds a marketing degree from the University of Maryland’s Robert H. Smith School of Business and a Series 6 securities license. He is a member of the National Young Leadership Cabinet of the Jewish Federations of North America and previously served on the board of the Jewish Federation of Greater Washington for five years.

For six consecutive years including 2022, Matthew has been awarded the ‘Best Financial Adviser: Insurance’ designation by the Washingtonian. In 2018, he received the NAIFA Advisor Today’s 4 Under 40 Award.

Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC.  Risk Strategies is not affiliated with LSF.

Partner With Us

Let's Talk