My Background

Lori Kaplan, CLU®, ChFC®, RICP®

Lori began her career in financial services in 1994 and has been serving client . With more than three decades of experience, she has built a reputation for providing trusted guidance and helping individuals, families, and business owners pursue their financial goals with confidence.

Throughout her career, Lori has consistently demonstrated excellence, earning multiple industry awards and achieving Council recognition every year. Her dedication to her clients, professionalism, and commitment to high standards have been the foundation of her long-standing success.

Beyond serving clients, Lori has been a passionate advocate for her profession. In 2015, she was selected to serve on the Agent Advisory Council, representing the interests and perspectives of her peers at a broader organizational level. For the past six years, she has also served as an advocate, communicator, and political involvement leader, working to strengthen the profession through leadership, engagement, and legislative advocacy.

Lori believes that giving back is an important part of a meaningful career. She is actively involved in community activities and is committed to making a positive impact both professionally and personally. Her leadership, experience, and dedication continue to inspire colleagues while helping clients navigate life's financial decisions with clarity and confidence.

Degrees & Designations:

B.A., Michigan State University

Chartered Life Underwriter (CLU)

Chartered Financial Consultant (ChFC)

Retirement Income Certified Professional (RICP)

Investment Adviser Representative for Eagle Strategies LLC, a Registered Investment Adviser