David E. Appel is Managing Partner at Appel Insurance Advisors, LLC and has been working closely with Sapers & Wallack since early 2023.

A 1992 graduate of the Whitman School of Management at Syracuse University, David concentrates his practice with a consultative, service oriented approach to personal and business insurance planning. His primary focus is in generation-to-generation wealth transfer goals, as well as helping clients protect their families and businesses from the financial pitfalls of death, disability, and the drain of long term care expenses. David has maintained a successful life insurance focused practice for over 32 years.

David was highlighted in NAIFA’s National publication,” Advisor Today”, in July 2004 in an article entitled “Four under Forty”* portraying four top Advisors and community leaders in the United States under the age of 40. David was the past President of NAIFA Boston, and served on the NAIFA- Massachusetts State Board. He is a member of the Boston Estate Planning Council and served on their Board. He is one of a few Licensed Insurance Advisors in the Commonwealth of Massachusetts. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP®) designations.

* https://at.naifa.org/4under40