Phil KaplanPhilip Kaplan – Regional VP (New York, Florida)

Philip specializes in advanced life and disability insurance planning, as it relates to estate preservation, business succession, and family wealth transfer. Clients include, among others, principals of private equity firms and hedge funds, senior management of

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 Fortune 500 companies, entrepreneurs, and senior partners at international law firms. Philip has extensive knowledge of trusts and estate tax issues. His focus is on insurance products utilizing tax advantaged, wealth accumulation and preservation strategies. He has a unique talent in making complex financial products and structures easy to understand and coordinates well with clients advisors.Philip resides in New York with his wife and they have 4 grown children and 6 grandchildren.