Mr. and Mrs. Harold Wilshinsky
Harold L. Wilshinsky is CEO of KAP Planning, Ltd. an insurance practice with over forty years of experience focused on wealth preservation planning for ultra high net worth clients. He has been active in the Life Insurance Industry in Albany and Washington; having served as President of the New York State Association of Insurance and Financial Professionals (NYSAIFA). He has served as President of New York City's Estate Planning Council. He served as National Chairman of The National Association of Insurance and Financial Professionals Committee on State Law and Regulation and Vice President of the Associations Political Involvement Committee. He also served as Chairman of New York State's BRACE committee representing the N.Y.States life and property casualty producers in dealing with proposed "industry" revisions in NY State's Mini Glass-Steagall law. In this capacity he testified before The New York Legislatures' Joint Banking and Insurance Committees as well as the Governors Commission on The Financial Services Industry. As an industry leader, he has been published in Trusts and Estates Magazine and Best Review and has been a featured speaker at numerous professional meetings and seminars. They include The New York University Institute on Federal Taxation, the New York City Bar Association, MDRT's Top of the Table, and The New York City Estate Planning Council. He has appeared before the Society of Financial Professions and the Northeastern Pennsylvania, in Nassau County and New York City. His industry has recognized him as a recipient of The New York City Association of Insurance and Financial Professionals Julian Myrick Award. He has also been awarded the New York State Association of Insurance and Financial Professionals Spencer McCarty Award and New York City's Past Presidents Award. In 1990 Equitable selected him as their National Honor Agent. Hal serves on the Planned Giving Committee of the Baruch College Fund. He is a trustee of the The Washington Institute for Near East policy in Washington, D.C. Hal is a graduate of New York City's Baruch College with a Bachelor of Business Administration (BBA) degree and holds a Master of Science in Financial Services from the American College. His credentials include Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.
Scholarships associated with Mr. and Mrs. Harold Wilshinsky