My mission is to safeguard clients from the consequences of long term care by educating them about the issues surrounding long term care and providing appropriate, affordable and effective solutions.
It was a very personal long term care crisis in my own family that attracted me to the business. I learned first-hand the importance of addressing the concern before it is too late. Emotional, physical and financial upheaval affects the entire family when someone you love needs chronic care. My experience impassions me to raise awareness about the issues & provide solutions to help others avoid similar distress. I’d like to help you too.
- Complimentary Policy Review
- Long-term Care Planning & Analysis
- Needs Analysis
- Strategic Partnerships
- Wealth & Risk Management
- Income Protection Planning
- Individual, Custom policy design
- Worksite Implementation, Voluntary Benefits
- Association Packages
- Group Long Term Care
- Combination products (UL/LTC, Annuities)
- Strategies for clients uninsurable due to health
- New Health Care Law Strategies; Mitigating liabilities, Alternative plans
- Tax incentives