Patrice S Goldfarb, CSA has been working with long term care insurance since 1988. She has educated 100's of agents about these products and how to ethically sell them. In 1999 she became a Certified Senior Advisor. In 2015 she became affiliated with Life Care Funding and now can also offer the option of using the sale life insurance polices to pay for long term care to individuals who did not know to plan for this need. It can help them either avoid Medicaid or cover Medicaid penalty periods.
A challenge for agents working with long term care insurance in the early years was finding reliable information about a client’s potential costs and then matching their needs with the appropriate policy and benefits. Patti did extensive research, retracing how statistics were gathered, reanalyzing the information and then discussing cost trends, potential expenses and family histories with each person and their family. So, parents and their children would understand the need for coverage and how the carrier would pay benefits.
Patti has published numerous health insurance related articles and presented seminars on topics such as: “Mistakes Employers Make in Buying Health Insurance;””The Myths and Realities of Long Term Care;” “Long Term Care Insurance Design and Planning”; “International Health Insurance Issues and “How to Shop for Health Insurance.”
As an industry leader, Patti has been quoted publications such as Fortune, Kiplinger’s and Forbes. She was the founder of the New York State Association of Health Underwriters and has been an advisor to the New York City Chapter. She chairs the Employee Benefits Committee (formerly the Insurance Committee) of the Meadowlands Regional Chamber of Commerce. She is a member of the Society of Certified Senior Advisors and a certified continuing education instructor in New York
Patti resides in Ridgefield Park, NJ. In her free time she and her husband, John breed Golden Doodle puppies, travel and renovate houses. She has offices in both New Jersey and New York. She can be reached at (201) 255-6239 or firstname.lastname@example.org
Society of Certified Senior Advisors
National Association of Health Underwriters
Meadowlands Regional Chamber
Bergen Workforce Development Board