Michael Kaplan, LUTCF

Managing Partner

Retirement Planning Specialist

At Retirement Group

 Michael Kaplan LUTCF

Partner, Equinox Financial Partners 

 

Mike Kaplan began his career in the financial services industry in 1993. Recognized for his leadership, outstanding sales performance and service to clients, Mike has earned numerous awards throughout his career including the company’s  Bronze Eagle, Centurion, Hall of Fame, Silver Star,Top Club, President’s Council, Superior Achievement, Hallmark Awards and Field Club honors. In addition, he has earned the industry’s National Quality Award (NQA) and National Sales Achievement Award (NSAA). 

 
Committed to professional education, Mike is a fellow of the Life Underwriters Training Council (LUTCF). Additionally, he is a life and qualifying member of the Million Dollar Round Table (MDRT), an international association of leading financial professionals, recognized for excellence in the life insurance-based financial services industry. Mike is also a member of the National Association of Insurance and Financial Advisors, Nassau County Chapter.
 
Mike is a frequent student at the Advest Institute, a semi-annual gathering on the campus of Harvard University where select financial professionals hear from some of the best economic minds in the country and discuss modern portfolio theory. He recently completed the course work for a Wharton Certificate in Retirement Planning*.        

 

Mike focuses on asset protection, asset accumulation and asset allocation for small business owners and New York’s most prestigious Dentists and Veterinarians.
 
 
 
 
 
 
 
 
*The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.  In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements.  To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com.  Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com

 

 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

California Insurance License #: OC84683


Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

EQUINOX FINANCIAL PARTNERS is not owned or operated by Equitable Advisors, LLC or its affiliates.

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