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                     The Company's Principal Officers                                             

Mr. Jerome S. Kaplan, C.L.U.    
California Insurance License # 0207173

Mr. Jerome Kaplan is President of Medical Management Company/Kaplan Management.  He received his B.S. in Marketing from the University of Southern California in 1960 and specializes in income protection and the risk management needs of physicians and dentists.  

He is a member of the Life Underwriters Association, Health Underwriters Association, International Association of Financial Planners, American Society of Chartered Life Underwriters, National Association of Insurance and Financial Advisors and he is a lifetime member of the Million Dollar Round Table.

Mr. Jerome S. Kaplan is a sought after speaker on subjects relating to the risk management needs of physicians. 

Mr. Kaplan has written a number of articles for professional and business publications. 


Mr. David B. Kaplan, L.U.T.C. F.
California Insurance License # 0795584

Mr. David Kaplan is Vice President of Medical Management/Kaplan Management.  He joined the company in 1990 after graduating from California State University at Northridge, CSUN with a B.S. in Finance.

He holds a Life Underwriting Training Council Fellow Certificate, LUTCF and he is a member of the National Association of Insurance and Financial Advisors, NAIFA.

Mr. David Kaplan specializes in insurance planning with an emphasis on income protection for individuals and employee benefits.    


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Last modified: Thursday, March 04, 2021