For Agents and Advisors

If you are a licensed insurance agent and/or financial advisor (with or without an insurance license) and would like to refer a client to me for long-term care planning and the associated products I represent, THANK YOU!

My practice concentrates on solutions to help people mitigate the devastating consequences of needing long-term care in the future or, in the case of medically-underwritten SPIAs, to help those already receiving care. Because LTC planning is all I do, you can be assured that no other products will be discussed or offered. 

Speaking of products, as a broker I am able to offer myriad companies and products, always keeping the interests of your client foremost.

I am more than happy to meet with your client, with or without your presence, at whatever location is most desirable and convenient to all concerned. As a caring and thoughtful professional, and knowing that clients are making lifelong decisions, your client will not be pressured or hassled. If someone you refer to me is unhappy, fire me!

Click here to refer your client