Long Term Care Guild

Tracy Russo
  • Female
  • West Chester, PA
  • United States
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Profile Information

Member type
LTC insurance agent
Biography
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.
Affiliations, Designations
CLTC, AALTCi, FPA
Where licensed (list of states if an LTC agent)
PA, DE
Contact information (phone, email ... )
888-430-6650, trusso@htafinancial.com

Comment Wall (2 comments)

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At 11:56am on April 3, 2009, Mark P. Weigold said…
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! mark.weigold@fuse.net
At 4:29pm on March 27, 2009, Shela Anmuth said…
Great, Tracy - looks good! now I just have to figure out how to get a picture on our chapter link - I was thinking of the "LOVE" statue - what do you think?
 
 
 

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