Mark Kaplan

Mark is a Producer at Wright Insurance Planning, LLC. He has been in the financial services industry since 2016 and currently holds his life and health license, as well as his 6 and 65 registrations. Mark understands the importance of having a solid foundation for any financial plan, and he enjoys educating others on the ways an insurance plan can be customized and used creatively within that plan.

Because insurance planning for the ‘long-term,’ he also understands the impact that medical underwriting can have on the final rates for any new insurance plan. The unique way he approaches the underwriting process and independent negotiations ensures his clients always get the best possible rates.

Whether you are looking for guidance on a new plan, or you’d like a review of your existing plan, Mark would be happy to help educate you to make wise decisions about your life, disability and Long-Term Care planning needs.