David Appel

Biography

David E. Appel CLU, ChFC, is the 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 helping clients protect their families and businesses from the financial pitfalls of death, disability, and the drain of long term care expenses, as well as assisting through other advisors with their savings and generation-to-generation wealth transfer goals.

David`s record of service to clients is reflected in the recognition received from several professional organizations. He is a fifteen-year qualifying and life member of the International Million-Dollar Round Table (MDRT), with 2010 & 2011 Top-of-the-Table qualifications and eight Court-of-the-Table qualifications. This places him among the top 1/4 percent, of the world`s best life insurance and financial services professionals. He is a recipient of the National Association of Insurance and Financial Advisors (NAIFA) National Quality Award, and the Vincent C. Bowhers Service Award. He was recently highlighted in NAIFA`s National publication, "Advisor Today", in an article entitled "Four under Forty" portraying four top Advisors and community leaders in the United States under the age of 40.

David has given back to his profession. He was the 2005/2006 President of NAIFA Boston, and serves on the NAIFA- Massachusetts State Board. He is a fifteen-year member of the Boston Estate Planning Council and serves on their Board. He is one of a few Licensed Insurance Advisors in the Commonwealth of Massachusetts. He holds both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant "(ChFC) designation. David has spoken at life insurance industry meetings throughout the United States.

David is active in his community as an Executive Officer and National Commissioner for the Anti-Defamation League of New England. He is a past board member of the Jewish Community Centers of Greater Boston and sits on the Board of Governors for CJP. He is Past-President of the Acorn Foundation, and Past President of the Greater Boston Syracuse University Alumni Club.

David resides in Newton, Massachusetts with his wife Erin, and four children, Alexandra, Jared, Georgia, and Caroline.