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@faiu.com
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2 phones found area 781
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Peter Kaplan is listed as Executive Vice President at Integrated Partners at Integrated Financial Partners, a company with 136 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at faiu.com, phone signal with area code 781, and a matched LinkedIn profile for Peter Kaplan.
Peter Kaplan previously worked as Executive Vice President at Integrated Financial Partners and Senior Vice President at Integrated Partners. Peter Kaplan holds B.Com, Finance from University Of Cape Town.
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AeroLeads found 1 current-domain work email signal for Peter Kaplan. Compare company email patterns before reaching out.
Innovative financial services entrepreneur and dynamic business executive with a successful history of over 30 years. Skilled in Sales, Business Development, Life Insurance, Customer Relationship Management (CRM) Technology, Leadership and Management, and Strategic Planning. I serve as Senior Vice President of Insurance Solutions at Integrated Partners, specializing in the design, implementation, and management of sophisticated life insurance portfolios.My mission is simple: to deliver cutting-edge insurance solutions to safeguard your wealth and legacy, that are perfectly aligned with your family values, aspirations, and goals.I take pride in being accurate, efficient, and easy to work with, ensuring a seamless concierge experience. I have access to specialized life insurance resources and products, providing a wide range of options to cater to diverse needs. Leveraging my extensive knowledge and expertise, I collaborate with our advanced financial planning team and specialist life insurance case designers to deliver optimal solutions. I also oversee relationships with solution providers and carriers, ensuring comprehensive back-office support and exceptional service.Being completely independent, I diligently analyze all major insurance companies to thoroughly evaluate their products. This independence ensures that I remain objective, always putting your best interests first. Now, I bring my consultative skills, honed over years of experience, to support the Integrated advisors in UHNW solutions, business owner planning, and complex design creation. My unique set of skills and experiences make me an invaluable asset to Integrated as we continue to grow and provide top-notch service to our clients.
Listed skills include Life Insurance, Strategic Financial Planning, Financial Planning, Financial Services, and 23 others.
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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or.
Waltham, Massachusetts, United States
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or.
Greater Boston Area
Peter uses his skills to deliver TwentyFirst’s unique turnkey solution to law firms, CPA firms, Banks and Trust Companies that oversee or advise on life insurance policies. TwentyFirst is a completely independent fee based provider that does not buy or sell life insurance. Their solution allows trustees to potentially decrease premiums and maximize policy.
Greater Boston Area
I am a seasoned financial services sector consultant. I utilize my extensive financial planning background coupled with my management, business development and sales experience to deliver technology and management consulting solutions to financial services practices,firms and allied professions.I have a unique ability to understand complex business.
Cape Town Area, South Africa
Complete wealth management solution for high net worth individuals, closely held businesses and public companies.Managed and grew financial services practice.
Provided financial planning to individuals
Other employees you can reach at ifpadvisor.com. View company contacts for 136 employees →
Colby Dobrusin, Cfp®, Aif®
Colleague at Integrated Financial Partners
Greater Boston, United States
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GJ
Gulsanga Jalawan
Colleague at Integrated Financial Partners
Vienna, Virginia, United States, United States
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JW
John Webster Iii
Colleague at Integrated Financial Partners
Mashpee, Massachusetts, United States, United States
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WG
William George
Colleague at Integrated Financial Partners
Waltham, Massachusetts, United States, United States
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AD
Anthony Designor
Colleague at Integrated Financial Partners
Woodland Park, Colorado, United States, United States
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MJ
Marwah Jalawan
Colleague at Integrated Financial Partners
Annapolis, Maryland, United States, United States
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SB
Susan Bogue
Colleague at Integrated Financial Partners
Bolton, Massachusetts, United States, United States
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CM
Clint Mills
Colleague at Integrated Financial Partners
Greater Boston, United States
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MD
Mike Dionne, Chfc
Colleague at Integrated Financial Partners
Greater Boston, United States
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LD
Leal Deddens, Cfp®, Crpc®
Colleague at Integrated Financial Partners
Sterling, Virginia, United States, United States
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Quick answers generated from the profile data available on this page.
Peter Kaplan works for Integrated Financial Partners.
Peter Kaplan is listed as Executive Vice President at Integrated Partners at Integrated Financial Partners.
AeroLeads has found 1 work email signal at @faiu.com for Peter Kaplan at Integrated Financial Partners.
AeroLeads has found 2 phone signal(s) with area code 781 for Peter Kaplan at Integrated Financial Partners.
Peter Kaplan is based in Greater Boston, United States, United States while working with Integrated Financial Partners.
Peter Kaplan has worked for Integrated Financial Partners, Integrated Partners, First American Insurance Underwriters, The Coyle Company, and 21St Services, Llc.
Peter Kaplan's colleagues at Integrated Financial Partners include Colby Dobrusin, Cfp®, Aif®, Gulsanga Jalawan, John Webster Iii, William George, and Anthony Designor.
You can use AeroLeads to view verified contact signals for Peter Kaplan at Integrated Financial Partners, including work email, phone, and LinkedIn data when available.
Peter Kaplan holds B.Com, Finance from University Of Cape Town.
Peter Kaplan is listed with skills including Life Insurance, Strategic Financial Planning, Financial Planning, Financial Services, Finance, Management, Entrepreneurship, and Crm.
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