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Testimonials

Andres Korda headshot

As client of SPIG, I can attest to their exceptional financial expertise. Their team has delivered outstanding results for me personally, my family, and for numerous clients in our network through their life insurance planning, estate planning, and business succession planning as well. SPIG stands out for their professionalism, creativity, reliability, and trustworthiness. They truly function as a lifetime partner, expertly guiding clients toward well-conceived financial goals with sophisticated wealth preservation and inheritance strategies. I highly recommend SPIG to anyone seeking a trusted financial partner for long-term success. We are proud and honored to be working with them as a trusted resource for all the affiliates within the Avanti Way group of companies and ecosystem.

Andres Korda | Co-Founder
Avanti Way Group

Dr. Hernan Quintero headshot

Beyond our business growth as a leading dental practice in Miami, the SPIG Team has been a trusted partner in navigating the complexities of employee relations, ensuring our team remains motivated, supported, and cohesive. Their thoughtful guidance on insurance options and business succession strategies has safeguarded our practice, providing peace of mind, while their financial expertise has been pivotal in strengthening our bottom line and securing a stable future.

SPIG  doesn’t just offer solutions—they build relationships. Their commitment to our success is personal and unwavering, guiding us through every stage of development with unmatched expertise and dedication.

Thanks to SPIG , HQ Dontics stands today as a testament to what’s possible with the right financial professional. We couldn’t have asked for a better ally, and we look forward to many more years of collaboration.

Dr. Hernan Quintero | Business Owner
HQ Dontics Dental Centre, Miami, FL

John O. McManus headshot

It is with the utmost honor and enthusiasm that I offer this testimony on behalf of Alejandro Leal and his new partners, Alejandro Delfino and Reinaldo Wahnon, as they establish SPIG - a consortium of three exceptionally skilled, focused, and competent insurance and financial professionals.

My association with Alejandro dates back to his early days in New York City, following his transition as a respected lawyer in Latin America to the financial world in the United States. Bringing with him a profound and accomplished legal acumen and a commitment to excellence, Alejandro joined the preeminent life insurance company - New York Life. Within this organization, known for attracting some of the brightest minds in the financial industry, Alejandro quickly distinguished himself. His subsequent move to Miami only accelerated his professional reputation and trajectory, where he now stands among the highest-performing professionals at New York Life.

What sets Alejandro and his partners, Reinaldo and Alejandro apart - beyond his intelligence and unwavering dedication to doing what is right - is their deep-rooted integrity. In an industry where the financial stakes are high and the consequences of inadequate guidance can reverberate for generations, Alejandro and his partners’ collective ability to combine technical expertise with ethical responsibility is critical and appropriate. They are not only equipped to serve the sophisticated, but are also trusted stewards for families seeking long-term security and peace of mind.

Running an estate planning firm for 30 years and I can say that this SPIG formation represents a wonderful alignment of talent and character. As a unit, Alejandro, Reinaldo, and Alejandro are more than the sum of their individual capabilities. Their collaborative approach will undoubtedly elevate the standards of client service in the South Florida community and provide a forward-thinking perspective on insurance and financial planning.

For those who seek to preserve and enhance their estate and protect their loved ones, engaging with SPIG is a prudent and strategic decision.

John O. McManus | Founding Principal
Mc Manus & Associates

Jordi Pelfort headshot

Working with Succession Professionals Insurance Group (SPIG) has been an outstanding experience. Reinaldo, Alejandro, and the team brought a level of professionalism, expertise, and care that far exceeded my expectations. They didn’t just help us secure whole life insurance for myself, my wife, and our two teenage children—they took a holistic approach that integrated estate and tax planning, giving us a comprehensive strategy for protecting our assets and planning for the future.

As immigrants and residents of the U.S., we truly appreciated the depth of knowledge SPIG brought to the table. Their expert guidance gave us clarity and confidence, and today I feel a profound sense of peace knowing that my family’s future is in the hands of trusted professionals. SPIG isn’t just an insurance provider—they are our dedicated financial partners.

Jordi Pelfort | President
Blue Diamond Resorts

The experience of the people described in this material may not be representative of the experiences of other clients. Experiences obtained by these people are not indicative of future experiences that may be obtained by our clients.

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Our Location

777 Brickell Avenue, Suite 1370
Miami, FL 33131

Call: (305) 753-6348

Disclosure

Alejandro Leal is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4024503), CT, DC, FL, MA, MD, MI, NJ, NV, NY, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Alejandro Leal is licensed and authorized to offer insurance in California, but SUCCESSION PROFESSIONALS INSURANCE GROUP, LLC may not be. For additional information on California licensure status, please click here.

Alejandro Leal is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

SUCCESSION PROFESSIONALS INSURANCE GROUP, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

Neither SUCCESSION PROFESSIONALS INSURANCE GROUP, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

  • FIRM
    • Our Team
    • About The Nautilus Group
    • Strategic Alliances
  • EXPERTISE
    • Our Process
    • Personal Solutions
    • Business Solutions
    • Employee Benefits
    • Working with Other Professionals
  • GLOBAL CLIENTS
  • EDUCATION
    • Nautilus Videos
    • Our Blog
    • Concepts and Strategies
    • Helpful Links
    • Calculators
  • TESTIMONIALS
  • GET IN TOUCH

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