David Appel

Biography

A 1992 graduate of the School of Management at Syracuse University, David concentrates his practice in 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 fourteen year member of the International Million-Dollar Round Table (MDRT), and an eight-time qualifier for MDRT’s Court-0f-the-Table. 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 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 board member of the Boston Estate Planning Council, and is one of a few Licensed Insurance Advisors in the Commonwealth of Massachusetts. He holds both a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designation. David has spoken at life insurance industry meetings throughout the United States.