Benjamin (Ben) Koplan, Clu, Cfp® Email and Phone Number
Benjamin (Ben) Koplan, Clu, Cfp® work email
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Benjamin (Ben) Koplan, Clu, Cfp® personal email
Ben Koplan, CLU, CFP, owns/operates several companies:About Advisor's Choice Insurance Brokerage Services LLC:Advisor's Choice is a full service managing general agency that serves independent broker dealers, banks, advisors and independent agents whose focus is the affluent individual, business, and professional space. See more about Advisor's Choice in the company's section of LinkedIn.About LifeEase Business Insurance SolutionsBen is the founder of LifeEase Business Insurance Solutions, the premier strategic insurance partner to lending institutions across the country, specializing in providing the expedited life insurance policy and collateral assignment that lenders and borrowers need to quickly get them to loan close and funding. He also is the President of Advisor's Choice Insurance Brokerage Services, the preeminent insurance consulting firm for broker dealers and their associated financial advisors.Ben pioneered the LifeEase technology platform to bring an innovative insurance intelligence solution to the small business and business lending space. As a full services business brokerage firm, the LifeEase platform is electronically connected and represents the most competitive insurance carriers in the market today. What this means to both lender and borrower is no matter the client's coverage needs, health background, or timeframe to close, LifeEase has a solution that will achieve their goals.LifeEase can now offer expedited issue on policies up to $10,000,000. For most applicants, that means NO paperwork, NO Exams, and NO medical files are needed for any form of policy or duration of guarantee. When an expedited life insurance policy is required, reach out to LifeEase on our toll free hotline at (844) 722-7800 or email us at LifeRequest@lifeease.com. To learn more, we invite you to check out our website at www.lifeease.com.
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Chief Operating OfficerSoup Du JarThousand Oaks, Ca, Us
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President/PrincipalAdvisor'S Choice Insurance Brokerage Services Llc Jan 2013 - Present515 Marin Street, Suite 414, Thousand Oaks, Ca 91360Providing professional, consultative insurance support to independent advisors and prospective clients of our valued independent advisor, broker-dealer, RIA and institutional strategic relationships.
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President / FounderLifeease Business Insurance Solutions And Advisor'S Choice Insurance Brokerage Services Feb 2013 - PresentThousand Oaks, California
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PresidentLifeease Business Insurance Solutions Jan 2013 - Present515 Marin Street, Suite 414, Thousand Oaks, Ca 91360The LifeEase platform offers a full suite of tools, products, and consulting services that start-up and growing businesses need to grow and thrive. This includes the most competitive products and platforms relating to life, disability, liability, and property/casualty insurance products as well as access and implementation of payroll, benefits, human resources, legal and compliance services.As President and Founder of LifeEase Business Insurance Solutions, Ben’s focus has been to dramatically improve the insurance experience for lending institutions and their small/medium business (SMB) clients by marrying technology with high quality expertise to make the placement of life and disability coverage, as well as other risk and service-based products, a quick, positive and easier experience. The innovative LifeEase platform is bringing the insurance process into the 21st century and is available to lenders and business owners alike. In its initial iteration, LifeEase demonstrated that loan applicants could be electronically underwritten and coverage provided within minutes of application. This has expanded across the entire LifeEase platform and is now a proven technology that has made LifeEase the fastest growing provider in the market today.Ben has been a strong advocate of the importance, recognition and inclusion of Risk Management and Mitigation as a critical component within a business and individual client’s overall strategic financial success. Ben carries the CLU and CFP® designations. He and his wife, Kristine, have two children, Malan and Elliot. He enjoys cycling, hiking, good wine, and spending time with his family and friends. -
Managing DirectorAsh Brokerage Corp Jun 2009 - Jan 2013Westlake Village, CaResponsibilities included the formation and development of Ash's Partner National Accounts division, as well as leading the build out of Ash Brokerage's west coast operations. -
Managing Director / PrincipalMarsh & Mcclennan, Pclis / Centrelink Insurance And Financial Services Feb 1995 - Apr 2008Principal with Centrelink Insurance and Financial Services (sold to Marsh PCLIS September 2004)
Benjamin (Ben) Koplan, Clu, Cfp® Skills
Frequently Asked Questions about Benjamin (Ben) Koplan, Clu, Cfp®
What company does Benjamin (Ben) Koplan, Clu, Cfp® work for?
Benjamin (Ben) Koplan, Clu, Cfp® works for Soup Du Jar
What is Benjamin (Ben) Koplan, Clu, Cfp®'s role at the current company?
Benjamin (Ben) Koplan, Clu, Cfp®'s current role is Chief Operating Officer.
What is Benjamin (Ben) Koplan, Clu, Cfp®'s email address?
Benjamin (Ben) Koplan, Clu, Cfp®'s email address is be****@****ase.com
What skills is Benjamin (Ben) Koplan, Clu, Cfp® known for?
Benjamin (Ben) Koplan, Clu, Cfp® has skills like Estate Law, Athletics, Insurance, Estate Planning, Fixed Annuities, Retirement Planning, Long Term Care, Life Insurance, Disability Insurance, Term Life Insurance, Retirement, Strategic Financial Planning.
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