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Commitment & Team

The First American Commitment

Our commitment is to provide leading insurance and wealth advisors with access to financial products, creative insurance solutions, specialized service, and exclusive resources.  We listen, set expectations, and provide full back-office support and exceptional service. Our goal is to remove your daily worries so you can focus on running your business and provide your clients with financial peace of mind.

Mere client satisfaction is for lesser organizations. 

Our Leadership Team

Mission Team

Ken Shapiro, President

kshapiro@faiu.com

Ken’s extensive knowledge and experience has made him a leader in the insurance industry. Life Insurance Selling, Broker World, Life and Health Advisor, and many other industry publications throughout the country have sought out and published feature articles by Ken. An active member of the Boston chapter of NAIFA, he is licensed in life, accident and health, and currently holds a FINRA license in Series 6 and 63. Ken supports various charitable organizations, and served as a member of the Board of Trustees at Cushing Academy in Ashburnham, MA. Ken is a graduate of Northeastern University where he received a BS degree in Business Administration/Entrepreneurship.

Mission Team

Allan Gersten, Chairman and CEO

agersten@faiu.com

Allan is a highly sought-after seminar speaker for top-level producers. He has written several articles for Life Insurance Selling, Broker World, Life and Health Advisor, Insurance & Financial Advisor, PIA (NY, NJ, CT, and WI), NAILBA Now, Insurance Marketing, Agent’s Sales Journal, Insurance Newsnet, Insurance Advocate, and California Broker. Allan served as a board member of IDA from 2013-2016. Allan is a certified CLU®, ChFC®, and CFP®, and has expertise in estate planning, business insurance, tax strategies and retirement planning. Allan received a BS in Business Administration with a major in Finance from Duquesne University.

Mission Team

Peter Kaplan, Vice President

PeterKaplan@faiu.com

Peter has extensive financial services sector experience working with high-net-worth individuals and closely-held businesses. He was a successful financial advisor in South Africa and has a passion for helping others. Peter possesses a unique ability to quickly understand complex situations and translate them into concise, clearly articulated solutions. Before joining First American he led business development efforts at The Coyle Company, a firm specializing in designing and managing sophisticated, tax-advantaged life insurance solutions for ultra-affluent families. He has also worked with law firms, family offices, bank trust companies, and other fiduciaries to evaluate the performance and sustainability of life insurance portfolios. Peter founded and ran a financial services practice management consulting firm specializing in workflow automation for financial advisors. Peter graduated from The University of Cape Town with a commerce degree (B.Com) and completed his Certified Financial Planner certification in South Africa. He holds FINRA Series 6 and 63 licenses and is life insurance licensed.

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