we believe in a unique and customized program for each and every client.


who we are

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our approach


This is a long overdue thank you for all your assistance and persistence in helping me secure my life insurance policy this past January.  Any other person would have long surrendered the "fight" that lasted the better part of a year.  I greatly appreciate the time you spent tracking each step in the process, especially during these challenging COVID times, and driving this effort to the finish line.

Through it all, you kept me appraised of the status, championed the circumstances and helped me keep a positive attitude (and chuckle a bit) through what was a time-consuming and frustrating process for everyone involved.

I am so grateful for your authentic and genuine customer service.  Thank you, thank you, thank you!


Amy ****

Here's some things people have said about us earlier.

"David is is one of the most knowledgeable individuals that I know. He provides a high level of expertise with personal attention. I never hesitate to refer David to my clients or friends on a regular basis." (Chuck D.  A long time client in a related industry.)

"I am very fortunate to have David as a trusted advisor. His practical approach and focused energy ensures that all of my personal and business insurance needs get thoroughly evaluated. The result is honest, wise recommendations that go beyond simply providing quotes, and prove his unparalleled commitment to client service. David is a valuable resource for me and an absolute pleasure to work with." (Victoria N.  A small business owner.)

"Due to his professional business ethics, David Kaplan stands out in a highly competitive industry. He carefully listens to his clients' needs and advises them accordingly. I have known David for over a decade, and based on my own experience, his integrity is second to none. For many years he was an Assistant Professor at Bentley College, in itself a recognition of his expertise in the complex area of financial planning and implementation. He keeps up with the latest business trends which allow him to predict and analyze future market changes and opportunities for the benefit of his clients and his practice."  (Michael K. A business executive and personal client) 

David kaplan

strategies for life

Everyone we work with is unique. One-size-fits-all approaches will never help you protect those you love. We deliver custom solutions, tailored to you--your family, your culture, your one-of-a-kind challenges.

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We are proud insurance people. 

Our only job is to protect your cash flow and strengthen your financial plan. 
We believe that education is a pre-requisite to  buying.  If you are willing to commit some time you'll find how the insurance products we offer might support your existing plan. If you don't have a plan, we can help build its foundation.  

If you make a purchase, it will be because you understand how it fits your situation. If you decide not to make a purchase, you'll walk away more educated than when we started the conversation.    If you want to do business a little differently, contact us today.