My Background

Hello! My name is Mark Kaplan and I'm a Financial Service Professional at New York Life. My goal is to help people make responsible decisions with their money to accomplish the goals that are important to them and their family.

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. 

Market Watch

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