Benjamin Koplan

About Benjamin Koplan

Ben Koplan, CLU, CFP, owns/operates several companies: About Advisor\'s Choice…

Experience

1. President

   Lifeease Business Insurance Solutions

   Jan 2013 — Present

   The LifeEase platform offers a full suite of tools, products, and consulting services that start-up and growing businesses need to grow and thrive. This includes the most competitive products and platforms relating to life, disability, liability, and property/casualty insurance products as well as access and implementation of payroll, benefits, human resources, legal and compliance services.As President and Founder of LifeEase Business Insurance Solutions, Ben’s focus has been to dramatically improve the insurance experience for lending institutions and their small/medium business (SMB) clients by marrying technology with high quality expertise to make the placement of life and disability coverage, as well as other risk and service-based products, a quick, positive and easier experience. The innovative LifeEase platform is bringing the insurance process into the 21st century and is available to lenders and business owners alike. In its initial iteration, LifeEase demonstrated that loan applicants could be electronically underwritten and coverage provided within minutes of application. This has expanded across the entire LifeEase platform and is now a proven technology that has made LifeEase the fastest growing provider in the market today.Ben has been a strong advocate of the importance, recognition and inclusion of Risk Management and Mitigation as a critical component within a business and individual client’s overall strategic financial success. Ben carries the CLU and CFP® designations. He and his wife, Kristine, have two children, Malan and Elliot. He enjoys cycling, hiking, good wine, and spending time with his family and friends.

Education

• The American College

  Accreditation, Chartered Life Underwriter

  2001 — 2003

• University of Tennessee, Knoxville

  Economics

  1979 — 1984

• Certified Planner Board of Standards

  CFP (Accreditation), Certified Financial Planner

  2005 — 2007