Ralph J. Rotman
CLU, ChFC, AEP
Ralph graduated from Wesleyan University in 1978. Ralph has earned the Chartered Life Underwriter, Chartered Financial Consultant, and Accredited Estate Planning designations.
Ralph is a past president of the Essex County Estate Planning Council and the Boston Estate Planning Council and has attended the Heckerling Institute on Estate Planning. He is active in his community and has served as a board member for his local community center.
Ralph has for 30 years designed and administered life insurance portfolios for banks, corporations and high net worth individuals and analyzed tax and business succession strategies. Ralph has particular experience in the design, implementation and administration of non-qualified benefits and BOLI for banks of all sizes.
Ralph is located in the Boston, MA office.