Our speaker this month is Paul Wirth, a reverse mortgage specialist, with Wells Fargo. He will educate on the basics of Reverse Mortgages, so you can effectively advise your clients.BONUS: He has gotten his presentation approved by the DOI so yoiu can get CE!!See More
This month our speaker will be Teresa Campama from John Hancock and she will be sharing with us Hancock's new "Coprorate Solutions" product. This is their multi-life product for California. Please join us and learn all about how to increase your business with multi-life cases. It's not as hard as yoiu might imagine!!
The OC" LTC Guild We meet the 3rd Friday of the month. Noon Lunch is catered 15.00 per person (sandwiches and salads; Oh, and don't forget the cookies!) This months' speaker isMichelle Pelham for LivHome . She will talk to us about the home care arena in this day and age.See More
Helping clients reach their retirement goals is my primary objective. Through personal interviews, I help clients create a methodology to help address three key financial goals: 1) protect your family’s lifestyle, 2) wealth accumulation during your working years, 3) transfer assets in the most advantageous way.
Specifically, I can help you:
• Retire more comfortably
• Protect your assets and your financial future
• Fund your children’s or grandchildren’s education
Where licensed (list of states if an LTC agent)
CA, MN, OH
Contact information (phone, email ... )
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