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ABOUT US
McIntire & Associates LLC empowers financial professionals with premier life and annuity solutions. At McIntire & Associates, you find a brokerage partner with the access and knowledge to help you create better solutions for you and your clients. Top financial professionals and insurance agents turn to our team of seasoned professionals to grow their practice. Working together we help solve the missing piece of the puzzle in your practice.
We focus on delivering top results and build a trusted relationship that provides real value to your practice. McIntire & Associates, LLC provides financial professionals and insurance agencies with the resources and expertise required to deliver superior client solutions. With the power of a national independent marketing organization representing more than 40 top rated carriers, but with a local level of service and support unique to our industry, we combine the market reach of top-rated national carriers with the responsive, dedicated support of a local partner.
Our Team
Michael McIntire
FOUNDER & PRESIDENT
M.Mcintire@mcintireassociates.com
Mike is a veteran leader in the insurance industry with nearly five decades of dedicated experience. Since entering the business in 1977, Mike has committed his career to empowering independent agents, driving industry collaboration, and maintaining the vital "personal touch" in financial services.
In 1992, Mike established McIntire & Associates in Wilmington, Massachusetts. Operating as an independent marketing organization (IMO), the firm quickly earned a reputation for its deep agent support and specialized case design solutions. Seeking to further elevate independent distribution channels, Mike became a founding member of Maxx Financial Partners, LLC in 2003.
Recognizing the power of scale and partnership, Mike helped orchestrate a landmark merger in 2007 between Maxx Financial and Partners Advantage. This strategic alliance created Partners Advantage Insurance Services, LLC, which emerged as one of the insurance industry's mega independent marketing organizations.
Throughout his multi-decade career, Mike’s core business philosophy has never wavered: a flourishing business is built on strong, authentic relationships. By treating agents as true partners and helping them build highly effective businesses, Mike continues to champion old-fashioned service standards in a rapidly evolving marketplace.
Catherine Peters
Catherine Peters
Catherine Peters
ADMINISTRATIVE MANAGER
C.Peters@mcintireassociates.com
Cathy is a dedicated administrative professional with over three decades of experience in the insurance and financial services industry. She joined McIntire & Associates in 1993 and has since become a foundational pillar of the company's daily operations.
As the Office Manager, Cathy specializes in end-to-end agent support, mastering the complexities of contracting, licensing, and case management. She serves as the primary point of contact for new agents, guiding them seamlessly through the onboarding and credentialing process to launch successful partnerships. Beyond initial contracting, Cathy oversees ongoing case management to ensure all client business is processed accurately and efficiently. Known for her operational expertise and deep institutional knowledge, she plays a vital role in maintaining the high standards of service that agents and clients rely on at McIntire & Associates.
Richard McIntire
Catherine Peters
Catherine Peters
ANNUITY & LIFE CASE DESIGN CONSULTANT
R.Mcintire@mcintireassociates.com
Rich is a Broker Consultant with McIntire & Associates, where he has been an integral part of the team since 2011. A licensed Independent Agent since 2013, Rich primarily focuses on supporting field agents through high-end case design strategies and comprehensive retirement planning.
As a resident of Massachusetts with active licensing in numerous states across the country, Rich serves as a vital resource for agents navigating complex cross-state compliance and intricate financial structures. His deep expertise in tax-deferred wealth planning makes him a premier partner for agents looking to optimize high-net-worth client strategies and secure complex business.
Deborah Burtt
Catherine Peters
Adelaide Amorim
MARKETING & CASE MANAGEMENT
D.Burtt@mcintireassociates.com
Deb is a dedicated Case Management and Marketing Specialist at McIntire & Associates, where she has been an integral part of the team since 2002. A licensed insurance professional in the state of Massachusetts since 2004, Deborah brings over two decades of industry experience and deep regional expertise to her role.
Specializing in the critical intersection of case management and marketing, Deborah serves as a vital liaison between insurance carriers, internal marketing teams, and writing agents. She is responsible for overseeing the policy lifecycle, meticulously ensuring that all necessary underwriting and administrative requirements are complete. Deborah is committed to expediting the issuance process to deliver fast, seamless, and high-quality results for clients and partners alike.
Adelaide Amorim
David Peters Jr.
Adelaide Amorim
CONTRACTING & CASE MANAGEMENT
A.Amorim@mcintireassociates.com
Addie plays a vital role in processing new business applications and managing licensing requirements. As both Case Manager and Contracting Specialist, her responsibilities span the entire lifecycle of a life insurance case. She handles everything from initial agent contracting and licensing setup to the meticulous review, submission, and final issuance of life applications until the contract is placed in-force.
By working closely with carriers’ new business, contracting, and underwriting departments, Addie ensures that both agent onboarding and policy processing move forward seamlessly and efficiently. She looks forward to working with you on your next life case and getting you ready for business.
Edna Peters
David Peters Jr.
David Peters Jr.
RESIDENT INSURANCE AGENT
Edna has been an integral member of the McIntire & Associates team since earning her insurance agent license in 1992. As a fully credentialed, independent professional licensed across all lines of insurance, she specializes in comprehensive case design and strategic policy auditing. She regularly participates in advanced industry training to remain at the forefront of evolving market products and complex risk-management solutions.
In her dual role, Edna collaborates directly with both field agents and private clients. She conducts thorough needs assessments to capture critical information, identifying specific areas of financial exposure and strategic opportunity. Because she operates independently, Edna maintains strong contractual relationships with a diverse portfolio of top-tier carriers. This autonomy allows her to remain strictly objective, comparing products across the market to engineer customized, high-value policy portfolios that precisely align with each client's unique risk profile and long-term objectives. To learn more about Edna, please visit her website at ednaforlife.com.
David Peters Jr.
David Peters Jr.
David Peters Jr.
RESIDENT INSURANCE AGENT
Dave is a licensed independent insurance agent and the founder of New Leaf Insurance, operating in partnership with McIntire & Associates. Licensed in both Massachusetts and New Hampshire, Dave specializes in delivering tailored Medicare and Annuity solutions designed to provide clients with healthcare clarity and long-term financial security.
Dave began his career in the insurance industry by earning his Life insurance license, quickly expanding his credentials to include Accident, Health, and Sickness qualifications. This comprehensive expertise allows him to navigate the complexities of senior healthcare and retirement planning with precision.
As an independent agent, Dave is dedicated to guiding clients through the nuances of Medicare options and wealth-preservation strategies, ensuring they receive objective advice aligned with their unique goals.