Kenneth Alter, International Planning Alliance, LLC
Kenneth works in the advanced markets for financial, estate, business continuity, and executive benefits planning. As a third-generation member of his family in the financial services field, Kenneth advises individuals, families, retirees, owners of closely-held companies, and hedge-fund/private equity investors on how best to protect, utilize, and transfer wealth. In addition to advising his own clients, he serves as a technical resource to CPAs, property and casualty agents, attorneys, bankers, and other financial professionals looking to better serve their clients.
He is a qualifying member of Guardian's Chairman's Council and MDRT's Top of the Table and is actively involved in various industry organizations, most notably the Association for Advanced Life Underwriting (AALU), which represents the life insurance industry and its clients on various insurance, tax, estate planning, and other benefits-related issues that come before the United States Congress and other regulatory authorities.
In his spare time, Kenneth enjoys spending time with family, traveling around the world, and partaking in all that Broadway has to offer.