Peter Kaplan Email and Phone Number
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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.
Integrated Financial Partners
View- Website:
- ifpadvisor.com
- Employees:
- 136
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Executive Vice PresidentIntegrated Financial Partners Aug 2024 - PresentSecurities 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 completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Senior Vice PresidentIntegrated Partners May 2023 - Dec 2024Waltham, Massachusetts, United StatesSecurities 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 completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. -
Vice PresidentFirst American Insurance Underwriters Jul 2019 - May 2023Needham, Massachusetts, United States -
Director Business DevelopmentThe Coyle Company Aug 2015 - Feb 2019 -
Director21St Services, Llc 2014 - Aug 2015Greater Boston AreaPeter 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 returns for their clients. TwentyFirst ensures trustees mitigate fiduciary risk with their policy review and trust management services. These services include updating policy values, generating premium due and gift notices, Crummey letters and powerful policy review reports. -
CeoFinancial Productivity Group Oct 2003 - Aug 2015Greater Boston AreaI 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 activities and translate them into simplified, usable processes. My leadership talent and ability to articulate concise solutions, inspires excitement and motivates people to embrace change. I am a champion of technology with a passion for helping others. I excel in cutting through the flood of technology and delivering it in an efficient and painless manner.FPG recognizes that today’s customer relationship management (CRM) systems are mature and robust business management tools. They can be integrated with other systems, are accessible and provide your team with powerful management tools and marketing opportunities when used effectively.We excel in correctly implementing and integrating suitable CRM and business management systems in your firm and training team members to derive maximum benefit.
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Managing DirectorMoores Rowland Financial Services Jun 1999 - Sep 2001Cape Town Area, South AfricaComplete wealth management solution for high net worth individuals, closely held businesses and public companies.Managed and grew financial services practice. -
AgentSouthern Life Jan 1990 - Jan 1995Provided financial planning to individuals
Peter Kaplan Skills
Peter Kaplan Education Details
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Finance
Frequently Asked Questions about Peter Kaplan
What company does Peter Kaplan work for?
Peter Kaplan works for Integrated Financial Partners
What is Peter Kaplan's role at the current company?
Peter Kaplan's current role is Executive Vice President at Integrated Partners.
What is Peter Kaplan's email address?
Peter Kaplan's email address is pk****@****aiu.com
What is Peter Kaplan's direct phone number?
Peter Kaplan's direct phone number is +178198*****
What schools did Peter Kaplan attend?
Peter Kaplan attended University Of Cape Town.
What skills is Peter Kaplan known for?
Peter Kaplan has skills like Life Insurance, Strategic Financial Planning, Financial Planning, Financial Services, Finance, Management, Entrepreneurship, Crm, Business Analysis, Strategy, Insurance, Financial Advisory.
Who are Peter Kaplan's colleagues?
Peter Kaplan's colleagues are Colby Dobrusin, Cfp®, Aif®, Mike Dionne, Chfc, Miranda Mowrey, Meredith Baio, Arthur Arsenault, Albert Li, Chfc, Stephen M. Joyner, Crpc®.
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Peter Kaplan
Emerald Isle, Nc2exceptionalit.com, exceptionalitservices.com -
Peter Kaplan
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