About Mark Kaplan - Financial Service Professional
Being a New York Life agent gives me satisfaction because I get to genuinely help people by helping them reach their financial goals. This could consist of recommending financial strategies with tax favorable treatment, retirement planning, long-term care needs, child savings plans, long and short term disa and a lot more. I offer a variety of products that can help you meet a number of insurance and financial needs. I also work with employers by helping them with setting up employee benefits, buy/sell agreements, executive bonuses, 401k plans, and more. Here at New York Life, we treat our clients like family, all it takes is a phone call to set-up a free financial need analysis, and you can become part of our family.