Thomas R. Kaplan is a principal and a member of the Executive Committee of National Group Benefits LLC. (NGB). The Boca Raton, Florida based firm specializes in the design and implementation of corporate group benefits including: health care insurance; disability, dental, vision and long term care insurance; life insurance; pension plans and executive plans.
He also serves as President of Kaplan, Krauss & Levine, LLC, Family Wealth Advisors, an affiliated firm of NGB, a Financial and Estate Planning, Life Insurance, Annuities and Family Wealth Counseling organization. With 35 years of professional business experience he is nationally recognized for his expertise pertaining to life insurance, financial, tax, marketing and strategic planning issues.
His client relationships include:
Physicians, Attorneys, CPA’s & Financial Consultants, Owners of closely held businesses, Corporate Executives, Real Estate Developers, and numerous other national and international corporations.
In the spring of 2005 he was featured on the cover of “Partner magazine.” His articles and columns have been published in numerous regional and national publications. He also co-authored the book Getting to the Heart of the Matter, a Revolution in Estate Planning. He is a member of the Forum 400, the National Association of Insurance and Financial Advisors and a founding member of The International Association of Advisors in Philanthropy. He is also a past life member of the prestigious Million Dollar Roundtable – “Top of the Table” – an organization of the top insurance professionals in the world
Mr. Kaplan has received numerous awards and recognition. He currently serves as Immediate Past President of the Lincoln Financial- Premier Partner Advisory Council, an organization representing over 8,000 financial advisors. He is the recipient of the 2007 United Jewish Communities Leadership Endowment Achievement Award. He is listed as a member in the National Registrars’ Who’s Who in Executive’s and Professionals. In the fall of 1994, he was named an “Up and Comer” by Price Waterhouse and South Florida Magazine. He is a past recipient of the Jewish National Funds’ prestigious “Shalom” Award.
Mr. Kaplan received his Bachelors of Science Degree from Boston University and a Master of Business Administration from the Katz School of Business at The University of Pittsburgh.
As a community activist, Mr. Kaplan is the immediate Past President of the Adolph and Rose Levis Jewish Community Center. He is also the immediate past Chairman of The Jewish Community Foundation and serves as a member of the Executive Committee of the Jewish Federation of South Palm Beach County. He also serves on the Professional Advisory Board of the Boca Raton Regional Hospital and the regional Board of Directors of the Anti-Defamation League. His additional activities include past or current Board or Officer Positions with the Enterprise Ambassador program, Temple Beth El, The Jewish National Fund, Israel Bonds, Florida Philharmonic, and numerous other professional, community and civic organizations.
Mr. Kaplan is a nationally recognized speaker and has served as a guest lecturer at various colleges and universities on a variety of business and financial issues.
A native of Pittsburgh, Pennsylvania, he has lived in Florida for over 30 years. Mr. Kaplan resides in Delray Beach with his wife and two daughters.