Integrated Partners creates insurance solutions division

Integrated Partners, a financial planning and registered investment advisory firm that serves over $15 billion in brokerage and advisory assets, is launching the Integrated Insurance Solutions offering to help its financial advisors meet the needs of their high-net-worth and Integrated family office division clients.

Founded in 1996, Integrated Partners offers business building services to financial advisors and it has over 200 advisors, 170+ CPAs and 116 regional offices across the country.

The insurance offering will create tailored life insurance policies for HNW and ultra-high-net-worth clients.

Integrated has hired Peter Kaplan as its senior vice president to lead this endeavor. Before joining Integrated, Kaplan was vice president at First American Insurance Underwriters.