Michael S. Kaplan

Michael S. Kaplan

Retirement Planning Specialist

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Phone: (516) 358-3825
Fax: (516) 358-3927
At Retirement Group

Michael Kaplan, LUTCF

Mike Kaplan began his career in the financial services industry in 1993. Recognized for his leadership, outstanding sales performance and service to clients, Mike has earned numerous awards throughout his career including the company’s Centurion, Hall of Fame, Hallmark I Award, Top Club, President’s Council, and Field Club honors. In addition, he has earned the industry’s National Quality Award (NQA) and National Sales Achievement Award (NSAA).

Committed to professional education, Mike is a fellow of the Life Underwriters Training Council (LUTCF). Additionally, he is a life and qualifying member of the Million Dollar Round Table (MDRT), an international association of leading financial professionals, recognized for excellence in the life insurance-based financial services industry. Mike is also a member of the National Association of Insurance and Financial Advisors, Nassau County Chapter.

Mike is a frequent student at the Advest Institute, a semi-annual gathering on the campus of Harvard University where select financial professionals hear from some of the best economic minds in the country and discuss modern portfolio theory. He recently completed the course work for a Wharton Certificate in Retirement Planning*.

Mike focuses on asset protection, asset accumulation and asset allocation for small business owners and New York’s most prestigious Dentists and Veterinarians.





*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania

 The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com


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