As a licensed independent long-term care agent, I represent all the top-rated long-term care companies. With over 11 years of long-term care and life insurance experience, I strive to give my clients the best service by keeping up to date about recent advances and giving immediate attention to their needs. Prior to entering the insurance industry in 2007, I was a mortgage loan officer for 13 years. During which time, I was consistently a top producer who developed strong relationships and always put my clients first.
My passion is developing customized plans for individuals and business owners to protect their assets, reduce the emotional and financial burden on a family and ensure control over their need for long-term care.
My current focus is with the Group LTC Insurance (LTCi) market as a way of expanding LTCi awareness to the mass market. I am developing resources for employers and employees to meet the caregiver time bomb head-on. Working caregivers are increasingly impacted by lost wages, retirement assets and Social Security benefits. Employers are often unaware of the tax benefits available to them by using the company checkbook to pay for LTCi. By implementing Group LTCi, Employers can improve their bottom line by engaging with their employees.
I serve clients in the District of Columbia and surrounding areas, the Tidewater region and remotely in almost any state in the USA. I’m licensed in multiple states and work with fellow LTC Specialists, CPAs, Attorneys and other professionals to collaborate and best meet the needs of clients.