Integrated Insurance Solutions

Integrated Insurance Solutions is a specialized insurance consulting, advisory, and distribution firm operating as a distinct entity under the national financial planning and registered investment advisory firm, Integrated Partners. Headquartered in Boston, the firm's core mission is to empower financial advisors by providing comprehensive insurance solutions that address the intricate needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, seamlessly integrating insurance planning into the broader financial strategy.

The firm offers a range of services including life insurance, disability income protection, annuity solutions, long-term care, and sophisticated estate and business planning strategies. Integrated Insurance Solutions caters to a diverse market segment, serving financial advisors, Registered Investment Advisors (RIAs), family offices, CPA firms, and attorneys who work with business owners and affluent individuals across the United States.

In June 2026, Integrated Insurance Solutions expanded its capabilities through the acquisition of Appel Insurance Advisors, LLC, enhancing its expertise in advanced planning. Peter Kaplan serves as the Executive Vice President and Head of Planning and Insurance Solutions, leading the firm's efforts to support both Integrated Partners' affiliated advisors and independent financial professionals in navigating complex risk management landscapes.