Peter Kaplan

With over 30 years of experience, Peter Kaplan serves as Executive Vice President of Planning and Insurance Solutions, specializing in the design, implementation, and management of sophisticated life insurance portfolios.

Peter’s mission is simple:  deliver comprehensive insurance solutions to safeguard your wealth and legacy, that are perfectly aligned with your family values, aspirations, and goals.

Peter takes pride in being accurate, efficient, and easy to work with, ensuring a seamless concierge experience.  He has access to specialized life insurance resources and products, providing a wide range of options to cater to diverse needs. Peter will leverage his extensive knowledge and expertise, collaborating with our advanced case design team and specialist life insurance case designers to deliver dynamic solutions. He will oversee relationships with solution providers and carriers, ensuring comprehensive back-office support and customized service.

Being completely independent, Peter diligently analyzes all major insurance companies to thoroughly evaluate their products. This independence ensures that he remains professional, always putting your best interests first.

Peter's journey in the financial industry began in South Africa, where he built his own successful practice as a partner in a CPA firm. Upon moving to the United States with his family, Peter opened his own firm, specializing in practice management and consulting for other advisors.

His next endeavor led him to join The Coyle Company, where he designed and managed sophisticated life insurance portfolios for Ultra High Net Worth (UHNW) clients. Peter's expertise continued to flourish as he was affiliated with First American Insurance Underwriters, playing a pivotal role in growing the firm's business nationwide by supporting advisors in designing life insurance strategies to meet their clients' unique, evolving needs.

Now, Peter brings his consultative skills, honed over years of experience, to support our advisors in UHNW solutions, business owner planning, and complex design creation. His unique set of skills and experiences make him an invaluable asset to Integrated as we continue to grow and provide specialized service to our clients.