For more than 35 years, Kip Kiser has helped individuals and families protect what they've built through insurance and advanced planning strategies, working alongside financial advisors to seamlessly integrate risk management and wealth protection strategies into clients' comprehensive financial plans.
Kip specializes in life insurance, long-term care, disability income protection, and annuity strategies, helping clients navigate complex planning needs with confidence. From policy reviews and advanced case design to implementation and ongoing support, he delivers objective, customized solutions aligned with each client's financial goals, legacy aspirations, and long-term wealth preservation needs.
Kip has held leadership roles with some of the financial services industry's most respected organizations, including LPL Financial, Highland Capital Brokerage, MetLife, National Life Group, Capitas Financial, CNA Insurance, and Mutual of New York. Throughout his career, he has served as a trusted consultant to financial advisors affiliated with leading firms such as Edward Jones, Wells Fargo, UBS, Morgan Stanley, Raymond James, and Merrill Lynch.
Kip earned his bachelor's degree in Communications from the University of North Carolina Wilmington and holds FINRA Series 6 and 63 licenses through LPL Financial. His decades of experience, consultative approach, and commitment to client-first planning help advisors deliver comprehensive protection strategies that give clients confidence their wealth and legacy are protected for generations to come.