25 years' experience working with clients in design, underwriting, and implementation of long-term care insurance policies

Specialty Licensing: CLTC (Certification in Long-Term Care) Designation

First-hand experience with traditional, hybrid, and linked-benefit LTC policies

Close affiliation with nationally recognized industry experts in LTC insurance planning and design

Have personally taught classes, given seminars in “Understanding Long-Term Care insurance”
– comprehensive review of key concepts and policy features

Experience assisting families with claims filing, policy benefits and supervision

Work closely with other advisors to coordinate long-term care and wealth management planning

Available for informal discussion to answer questions, research existing policies, and provide product information