Long Road Risk Management Services
Joe Kaplan, CFP®, CLU®, ChFC®, currently serves as Senior Managing Director at Long Road Risk Management Services since January 2024. Prior to this role, Joe was the Director of Producer Development at M Financial Group from February 2021 to December 2023. Joe spent over two decades at Prudential Financial, where roles included Division Vice President for Institutional Distribution, Regional Vice President for Individual Life Insurance, Regional Sales Manager for Individual Long Term Care, and Manager of Training & Development. In these positions, Joe focused on developing and coaching teams, implementing sales strategies, and providing training for financial professionals. Joe holds a Bachelor of Arts degree from the University of Florida.
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Long Road Risk Management Services
We are dedicated to making the life insurance experience exponentially better for clients by taking a “long road” approach. Offering a full spectrum of insurance planning services and solutions, we work closely with clients and their most trusted advisors to ensure their life insurance plans are designed to meet their unique needs today. We then monitor the plans regularly to ensure their coverage continues to help them accomplish their goals in the future. To learn more about Long Road, visit our website at: www.longroadrm.com