Exploring Insurance in Financial Planning With Peter Kaplan (Ep. 49)
Have you considered adding insurance to a financial plan? How should advisors start that conversation? What should advisors know when considering adding insurance to a financial plan?
In this episode, Matt Ackermann is joined by Peter Kaplan with Integrated Partners, in discussing the importance of insurance in financial planning and the need for customized solutions for each client. He emphasizes the value of having a planning mindset and understanding each client’s unique situation and goals when adding insurance to their financial plans.
- Why do advisors and wealth managers avoid discussing insurance
- How he entered the insurance industry
- The importance of having a planning mindset in insurance
- When and where the insurance conversation should happen in financial planning
- And more
Connect With Peter Kaplan:
Connect With Matt Ackermann:
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guest:
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. Peter serves as Senior Vice President of Insurance Solutions at Integrated Partners, specializing in the design, implementation, and management of sophisticated life insurance portfolios.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.