Harold L. Wilshinsky, MSFS, CLU, CHFC, is CEO of KAP Planning, Ltd., an insurance practice with over fifty years of experience focused on wealth preservation planning for 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 also served as President of New York City’s Estate Planning Council and as National Chairman of The National Association of Insurance and Financial Professionals Committee on State Law and Regulation.
Among many notable achievements, Mr. Wilshinsky received The New York City Association of Insurance and Financial Professionals Julian Myrick Award and the New York State Association of Insurance and Financial Professionals Spencer McCarty Award. In 1990, the Equitable Life Insurance Society selected him as their National Honor Agent recognizing his decades of service including eighteen years as an agency manager for Equitable in New York.
Mr. Wilshinsky serves on the Boards of the Optometric Center of New York and the Auschwitz Jewish Center Foundation. He also serves on the Planned Giving Committee of the Baruch College Fund and is a trustee of the Sutton Place Synagogue in NYC and of the Washington Institute for Near East policy in Washington, D.C.
He 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.