Company’s Founder Placed $1 Billion in Life Insurance Last Month
In his 40th year in the life insurance business, Tom Archer, the founder of Archer Financial Group, did something few professionals ever achieve: he posted one of the strongest years of his career. In December alone, he placed nearly $1 billion of life insurance, including those written for several wealthy, prominent families, and he enters 2026 with a full pipeline that is expected to carry well into 2027.
“I am fortunate enough to work with the wealthiest families in the world, and while the problems that we are solving for them are similar, every case is extremely unique,” Archer says. “Our custom approaches to complex insurance needs has propelled our success and will continue to ensure that Archer Financial Group will lead the industry for years to come.”
Mr. Archer entered the industry four decades ago with a clear conviction to separate himself from the pack by operating where complexity, precision, and trust matter most. Early on, he gravitated toward the ultra-high-net-worth market, specializing in advanced estate planning, business succession, and large-scale insurance strategies for some of the highest-net-worth individuals and families in the country. Over time, his depth of knowledge and long-standing client relationships became his defining edge.
Throughout his career, Archer has earned numerous accolades. In 2000, he served as a New York Life Council President by leading over 10,000 agents in production. He has written some of the largest insurance cases in industry history, and repeatedly and singlehandedly led multiple carriers in the same year.
But when asked about the greatest accomplishment of his career, Archer said it isn’t a production award or a headline number.
It’s his succession plan.
Both of Archer’s sons — Tom Jr. and Matt, who were former professional baseball players with the Chicago White Sox organization — have joined him in the business. What began as a thoughtful long-term transition, he said, quickly became something much more meaningful.
“For a period, I thought I was going to slow down,” Archer says. “When Tom Jr. and Matt entered the business, that changed.”
In his 40th year, Archer didn’t slow down at all. Instead, he closed some of the largest cases of his career, energized by the opportunity to work alongside his sons. He credits much of that renewed drive to knowing that the firm and, more importantly, his clients, are in capable hands for decades to come.
“What I didn’t realize,” Archer reflects, “is how much clients value knowing there are two more Archers ready to carry the responsibility forward.” He pauses, adding, “There’s a genuine sense of relief when clients realize my sons will be there for their families when it matters most.”
For Archer, the joy of the business today comes from shared experiences of bringing his sons into the rooms where the most complex planning happens and exposing them early to how the world’s wealthiest families think, plan, and execute.
“I’m grateful they’ve come into the business and have been able to see this firsthand,” he says. “There is no substitute for experience. What they’ve seen in their first few years, many insurance agents will never see in their entire career.”
Archer has always emphasized that insurance alone is never the solution; it’s one component of a much broader planning conversation.
“I’ve always told my kids that you have all of this planning going on to minimize a client’s estate tax and protect their legacy,” he explains. “Insurance is only a small part of it, but it is probably the most important part.”
The next generation has embraced that responsibility fully. Archer often finds his sons working twelve-hour days, and it is not uncommon for him to see Matt and Tom Jr. working at the office on weekends.
“They understand the value and responsibility that’s been given to them,” Archer says. “And they take that seriously.”
Archer has turned down several sizable monetary offers for his thriving business. When asked why he didn’t sell, his response is quick and decisive. “I want the boys to continue this legacy and pass it down to their children. Money isn’t something that moves me anymore. I love what I do, and it continues to give me a great life. I want the same for my sons.”
Archer says 2025 “was an amazing year,” adding, “I am incredibly grateful for the relationships I have with my clients over the past forty years. And now, being able to do this alongside my sons, I could not ask for anything more. To now share this work with my sons, and to see them advising the children of clients I’ve known for decades, is beyond anything I ever dreamed when I started.”
Archer comes from very humble beginnings, being born in the South Bronx and raised in a middle-class family, eventually moving to the Long Island suburb of Lindenhurst. “We had very modest wants as we were never exposed to real money or the finer things in life, which creates the hunger and drive for success,” he says. “Mental toughness is the main component to succeeding, and I have instilled it in both of my sons.”
He continues, “I am honored and proud to be able to work alongside them, and I rest peacefully at night knowing that Archer Financial and 40 years of hard work is protected and will continue to run for decades to come.”
Company’s Founder Placed $1 Billion in Life Insurance Last Month
In his 40th year in the life insurance business, Tom Archer, the founder of Archer Financial Group, did something few professionals ever achieve: he posted one of the strongest years of his career. In December alone, he placed nearly $1 billion of life insurance, including those written for several wealthy, prominent families, and he enters 2026 with a full pipeline that is expected to carry well into 2027.
“I am fortunate enough to work with the wealthiest families in the world, and while the problems that we are solving for them are similar, every case is extremely unique,” Archer says. “Our custom approaches to complex insurance needs has propelled our success and will continue to ensure that Archer Financial Group will lead the industry for years to come.”
Mr. Archer entered the industry four decades ago with a clear conviction to separate himself from the pack by operating where complexity, precision, and trust matter most. Early on, he gravitated toward the ultra-high-net-worth market, specializing in advanced estate planning, business succession, and large-scale insurance strategies for some of the highest-net-worth individuals and families in the country. Over time, his depth of knowledge and long-standing client relationships became his defining edge.
Throughout his career, Archer has earned numerous accolades. In 2000, he served as a New York Life Council President by leading over 10,000 agents in production. He has written some of the largest insurance cases in industry history, and repeatedly and singlehandedly led multiple carriers in the same year.
But when asked about the greatest accomplishment of his career, Archer said it isn’t a production award or a headline number.
It’s his succession plan.
Both of Archer’s sons — Tom Jr. and Matt, who were former professional baseball players with the Chicago White Sox organization — have joined him in the business. What began as a thoughtful long-term transition, he said, quickly became something much more meaningful.
“For a period, I thought I was going to slow down,” Archer says. “When Tom Jr. and Matt entered the business, that changed.”
In his 40th year, Archer didn’t slow down at all. Instead, he closed some of the largest cases of his career, energized by the opportunity to work alongside his sons. He credits much of that renewed drive to knowing that the firm and, more importantly, his clients, are in capable hands for decades to come.
“What I didn’t realize,” Archer reflects, “is how much clients value knowing there are two more Archers ready to carry the responsibility forward.” He pauses, adding, “There’s a genuine sense of relief when clients realize my sons will be there for their families when it matters most.”
For Archer, the joy of the business today comes from shared experiences of bringing his sons into the rooms where the most complex planning happens and exposing them early to how the world’s wealthiest families think, plan, and execute.
“I’m grateful they’ve come into the business and have been able to see this firsthand,” he says. “There is no substitute for experience. What they’ve seen in their first few years, many insurance agents will never see in their entire career.”
Archer has always emphasized that insurance alone is never the solution; it’s one component of a much broader planning conversation.
“I’ve always told my kids that you have all of this planning going on to minimize a client’s estate tax and protect their legacy,” he explains. “Insurance is only a small part of it, but it is probably the most important part.”
The next generation has embraced that responsibility fully. Archer often finds his sons working twelve-hour days, and it is not uncommon for him to see Matt and Tom Jr. working at the office on weekends.
“They understand the value and responsibility that’s been given to them,” Archer says. “And they take that seriously.”
Archer has turned down several sizable monetary offers for his thriving business. When asked why he didn’t sell, his response is quick and decisive. “I want the boys to continue this legacy and pass it down to their children. Money isn’t something that moves me anymore. I love what I do, and it continues to give me a great life. I want the same for my sons.”
Archer says 2025 “was an amazing year,” adding, “I am incredibly grateful for the relationships I have with my clients over the past forty years. And now, being able to do this alongside my sons, I could not ask for anything more. To now share this work with my sons, and to see them advising the children of clients I’ve known for decades, is beyond anything I ever dreamed when I started.”
Archer comes from very humble beginnings, being born in the South Bronx and raised in a middle-class family, eventually moving to the Long Island suburb of Lindenhurst. “We had very modest wants as we were never exposed to real money or the finer things in life, which creates the hunger and drive for success,” he says. “Mental toughness is the main component to succeeding, and I have instilled it in both of my sons.”
He continues, “I am honored and proud to be able to work alongside them, and I rest peacefully at night knowing that Archer Financial and 40 years of hard work is protected and will continue to run for decades to come.”
