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Peter Kaplan

Sr. Vice President

Insurance Solutions

With over 30 years of experience, Peter Kaplan serves as Senior Vice President of Insurance Solutions, specializing in the design, implementation, and management of sophisticated life insurance portfolios. His mission is simple: deliver cutting-edge insurance solutions to safeguard your wealth and legacy, that are perfectly aligned with your family values, aspirations, and goals.

Product Type
Live Webcast Replay

Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance

Total Credits: 1 including 1 Specialized Knowledge - Technical

Average Rating:
Partner Produced
Richard Austin, JD, LLM, CIMA®, CEPA |  Peter Kaplan |  David Petoskey
1 Hour
$5.00 - Member

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