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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