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<\/a>\nAs planning needs grow more complex, advisors are increasingly expected to address longevity, liquidity, estate efficiency, and business succession as part of a broader wealth strategy. Integrated Insurance Solutions is designed to help advisors meet those demands by integrating insurance planning directly into the financial planning process, treating insurance as a key component of long-term, goals-based planning.<\/p>
\nThe addition of founder David Appel<\/b><\/a>, an industry veteran with more than 30 years of experience, further strengthens the firm\u2019s ability to support Integrated Partners financial advisors as well as other advisors, RIAs, family offices, CPA firms, and attorneys working with business owners, high-net-worth and ultra-high-net-worth clients. Advisors and clients will benefit from a broader bench of specialized expertise and enhanced operational infrastructure.<\/p> \n\u201cThis is about bringing together two complementary perspectives to better support advisors and their clients,\u201d said Peter Kaplan<\/b><\/a>, executive vice president and head of planning and insurance solutions at Integrated Partners. \u201cAs client circumstances become more complex, advisors need deeper expertise and a more integrated approach to risk management. That\u2019s exactly what this platform delivers.\u201d<\/p> \nAppel\u2019s practice has long been recognized for its technical depth and relationship-driven approach across life insurance, executive benefits, disability income protection, estate planning, and long-term care. His addition enhances Integrated Insurance Solutions\u2019 ability to collaborate across an advisor\u2019s full planning team, and help elevate outcomes through deep coordination.<\/p> \n\u201cThis partnership allows us to expand what we can deliver without changing how we serve,\u201d said Appel<\/b>. \u201cWe\u2019ve always believed insurance planning should be thoughtful, educational, and fully aligned with a client\u2019s broader financial strategy. Now, we can bring that approach to more advisors while continuing to support the relationships we\u2019ve built over the years.\u201d<\/p> \nIntegrated Insurance Solutions will continue to support Integrated Partners<\/b><\/a> advisors, Appel\u2019s existing clients, and independent advisors and RIAs nationwide, particularly those who lack in-house insurance planning capabilities but need to address increasingly sophisticated client demands.<\/p> \nAdvisory firms interested in learning more about Integrated Insurance Solutions and Integrated Partners\u2019 broader capabilities are encouraged to visit Integrated Partners<\/b><\/a>.<\/p> \nAbout Integrated Insurance Solutions<\/b><\/p> \nIntegrated Insurance Solutions is a specialized insurance consulting, advisory and distribution firm providing life insurance, disability insurance, annuity and long-term care solutions to financial advisors, RIAs and institutions nationwide. The firm serves as the dedicated insurance and advanced planning resource for advisors affiliated with Integrated Partners<\/a> while also supporting independent advisors and professional firms across the broader financial services industry.<\/p> \nAbout Integrated Partners<\/b><\/p> \nSince 1996, Integrated Partners<\/a> has been helping financial advisors achieve their entrepreneurial vision. The firm offers comprehensive business-building services, including technology, investment management, advanced planning, CPA partnerships, marketing, succession planning and consulting support.<\/p> \nWith more than 220 advisors and 250+ CPA partners nationwide, Integrated supports advisors through a foundation of empowerment, integrity and trust.<\/p> \nInvestment advice offered through Integrated Partners, a registered investment advisor. $25 billion in assets under advisement, including $18.9 billion in advisory assets as of 12\/31\/25.<\/i><\/p> \nAbout Appel Insurance Advisors, LLC<\/b><\/p> \nAppel Insurance Advisors is an insurance advisory practice founded by David Appel focused on advanced planning strategies for advisors, business owners, and high-net-worth and ultra-high-net-worth clients.<\/p> \nMedia Contacts\n Acquisition strengthens sophisticated insurance expertise for Integrated advisors, Appel clients and independent RIA firms outside the Integrated networkBOSTON–(BUSINESS WIRE)–#Insurance–Integrated Insurance Solutions, a specialized insurance consu…<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-18181","post","type-post","status-publish","format-standard","hentry","category-infos-businesswire"],"_links":{"self":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/18181","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=18181"}],"version-history":[{"count":1,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/18181\/revisions"}],"predecessor-version":[{"id":18182,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/18181\/revisions\/18182"}],"wp:attachment":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=18181"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=18181"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=18181"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}