With more than 28 years of experience in the life insurance and financial services industry, Peter Kaplan has been named Vice President of Sales at First American Insurance Underwriters, Inc.
“We are pleased to have Peter as a member of First American’s management team,” says Ken Shapiro, president. “Along with his background in financial planning and accounting, he brings a wealth of knowledge and experience that will benefit the life insurance and financial advisors served by our company.”
Kaplan will lead the company’s sales initiatives, grow its team of external advisors, and enhance internal processes to improve productivity. He also has expertise in the design, implementation, and management of sophisticated life insurance programs for high net worth clients.
Most recently, Kaplan was Director, Business Development for The Coyle Company in Wellesley, Mass. where he worked with advisors of ultra-affluent clients and expanded the company’s advisor network.
He was also CEO and Chief Strategist at the Financial Productivity Group, a financial services practice management consulting firm. The company gained recognition for translating complex business activities into simplified and usable automated processes.
First American Insurance Underwriters, Inc. is a Needham, MA-based national life brokerage firm specializing in coaching growth-oriented advisors and providing them valuable solutions to their complex cases. The company is located at 460 Hillside Avenue, Needham, MA 02494, and can be contacted at 781-449-6800 and www.faiu.com.