Our mission is to safeguard our clients from the expense of long-term care.
We do this by educating them about the issues surrounding care
and providing appropriate insurance solutions or alternate funding options.
Based on health history and financial goals,
our three-step process is designed to simplify
a complex project for our clients.
Because we represent many carriers
we are able to present multiple options to clients
including standalone products as well as hybrid solutions
combining life insurance or annuities with long-term care riders.
And we have funding strategies for clients who are uninsurable.
We believe that planning for long-term care expense
is critical to financial security.