Michael Kepesky,
JD, CFP® Insurance Planning Consultant Raymond James Insurance SolutionsAR, LA, OK, TXProtective planning through comprehensive service and solutions
Mike Kepesky is an insurance planning consultant for the states of Arkansas, Louisiana, Oklahoma and Texas at Raymond James Insurance Group. With over 25 years of experience in the insurance industry, Mike has held various positions in sales and distribution of life insurance, annuities, long-term care and disability income at MetLife and The Equitable, supporting financial advisors in wirehouses, broker/dealers and registered investment advisers. In addition to these roles, Mike was also an advanced sales attorney for MetLife.
Full-service support with deep industry expertise
In his role at Raymond James Insurance Group, Mike provides assistance in estate and wealth transfer planning, business owner and family succession planning, and asset preservation strategies. He works closely with financial advisors and other trusted advisors, such as attorneys, tax professionals and trustees to provide turnkey services, from planning ideas to case management.
Mike holds a law degree from the University of Arkansas at Little Rock and a bachelor’s degree from Arkansas Tech University. He is a Certified Financial Planner® professional and a member of the Arkansas Bar Association. Additionally, he has CLU® and ChFC® designations from the American College of Financial Services.
Mike has presented seminars to various insurance and securities industry groups, as well as to Arkansas Children’s Hospital and the Arkansas Bar Association Annual Meeting. He is also an approved CPE presenter by the National Association of State Boards of Accountancy and has delivered CPE to CPA firms, industry and association meetings. A sample of his presentations are:
- Planned giving
- “The Insider’s View,” a guide to partnering with the financial services industry
- Is your employer-owned life insurance taxable? IRC Sec. 101(j) Compliance
- Costly mistakes in life insurance planning
- Life settlements and the Tax Cut and Jobs Act
Insurance and annuities offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.