The May 2022 International & Cross-Border Planning Knowledge Circle will be held on Wednesday, May 18th at 12 pm ET.
Guest speaker David Appel will be presenting, "Life, Disability and Long-Term Care Insurance Solutions for International Clients."
Please join us for a discussion of the different Life, Disability and Long-Term care insurance solutions available to both US Citizens/Persons and Foreign Citizens living in the USA and abroad.
David E. Appel is a Managing Partner at Appel Insurance Advisors, LLC. A 1992 graduate of the Whitman School of Management at Syracuse University, David concentrates his practice with a consultative, service oriented approach to personal and business insurance planning. His primary focus is in generation-to-generation wealth transfer goals, as well as helping clients protect their families and businesses from the financial pitfalls of death, disability, and the drain of long term care expenses. David has maintained a successful life insurance focused practice for over 30 years.
David was highlighted in NAIFA’s National publication," Advisor Today”, in July 2004 in an article entitled “Four under Forty” portraying four top Advisors and community leaders in the United States under the age of 40. In 2021, The Boston Estate Planning Council (BEPC), the definitive professional group of estate and wealth planners in Greater Boston, selected David to receive its highest honor, the BEPC Excellence Award. This award is given in recognition of outstanding contributions to the estate planning profession.
David was the past President of NAIFA Boston, and served on the NAIFA- Massachusetts State Board. He is a member of the Boston Estate Planning Council and served on their Board. He is one of a few Licensed Insurance Advisors in the Commonwealth of Massachusetts. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP®) designations. Recognized nationally, David has spoken at life insurance industry meetings internationally and throughout the United States.
David is actively involved with several philanthropic organizations.