Tracy is a partner in HTA Financial Services, Inc., a
professional insurance brokerage group that specializes in Long-Term Care headquartered in West Chester, PA and a founding Partner of the National LTC Education Center. Ms. Russo provides professional LTC education training to financial planners and advisors, LTC specialists, insurance agents, attorneys, and consumers. Training also includes Continuing Education Credits to insurance agents in PA and DE. Her training sessions provide instruction on Medicaid, Partnership Certification, evaluating the need for LTC, how
legislation affects families and puts their retirement portfolio at risk, why LTC planning needs to be part of asset protection plans, and what to look for in a good LTC insurance plan. Ms. Russo has been a featured speaker at financial planning firms, Chambers of Commerce and NAIFA meetings, consumer seminars and the 2008 LTC Professional EXPO. Ms. Russo is a Finance graduate of West Chester University of Pennsylvania, Magna Cum Laude, with an Economics minor.
Ms. Russo's trade association memberships include: National Association of Insurance and Financial Advisors (NAIFA), American Association for Long Term Care Insurance (AALTCI), National Care Planning Council (NCPC) and LTC Guild – Coordinator for the PA Chapter.
CLTC, AALTCi, FPA
Where licensed (list of states if an LTC agent)
Contact information (phone, email ... )
Comment Wall (2 comments)
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Tracy, Thank you for your comment, however I could not find the cost and terms for the CLTC course that I would like to attend. Could you please email me the instructions on where to find this enrollment and cost particulars, I would greatly appreciate your assistance. Thank you so much! firstname.lastname@example.org