About the President
As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures, with a special emphasis on long-term care needs. To stay on top of my field and develop my professional skills, I regularly attend industry training and certification programs. This includes study for the CLTC, a professional designation which stands for "Certified in Long-Term Care," granted by the Corporation for Long-Term Care Certification.
My academic background rooted in a Degree in Gerontology from University of Oregon, experience in the field of gerontology, and professional affiliations have fostered my practical approach to guiding my clients through the important financial decisions that will affect their and their families’ future. First I’ll consider your specific financial goals and retirement objectives. Working together, we’ll formulate a strategy to help you achieve your goals and protect your retirement savings from the devastating costs of long-term care.
Employers are beginning to understand the impact of long-term care on employees as well as retirees. Many adult children of Baby Boomers are preparing for their own retirement while coping with the care-giving situations of their parents. Disability in retirement is a family problem. Employers can help by offering Long-Term Care insurance benefits that can bring peace of mind and make it easier for employees and family members to qualify and pay for long-term care coverage.
About our Director of Operations
I began working with Karen and Marblestone Insurance Services [MIS] five years ago after our father was diagnosed with Alzheimer’s disease – a condition that typically creates a need for long-term care services. Even with Karen’s extensive experience in gerontology and long-term care planning, the emotional and financial challenges of dealing with a long-term care situation were impactful – and life changing.
After nearly 40 years working across many channels of commerce, including retail management, buying/purchasing, importing/exporting, product development, and manufacturing, I wanted to become involved in an industry that strives to make the lives of individuals and families dealing with similar long-term care challenges just a little more secure. Upon volunteering for a fund-raising campaign for the Alzheimer’s Association, I learned firsthand how essential it was to prepare – financially and emotionally – for the possible need for long-term care services.
After this experience I started working with Karen, assisting with her planning and operations. This work, and my desire to support the greater educational and financial planning efforts of MIS, developed into my current position as Director of Operations.
California Colleges & Universities
Marblestone Insurance Services specializes in Long-Term Care insurance [LTCi] planning for Universities and Community College Districts in California. We have a deep understanding of the CalPERS LTCi program, and how to advise people with their best options when facing hard choices. Through the years, we have helped protect retirement assets and income for over 1,300 University and Community College District faculty and staff members. We pride ourselves on our personal, customized services, which allow us to ensure that all of our programs are executed as efficiently as possible.
Partnership with Advanced Resources Marketing
We are pleased to have Advanced Resources Marketing [ARM] as a partner during the planning, implementation, and ongoing service of our Worksite LTCi programs. ARM is a national marketing and distribution company that has focused exclusively on LTCi since its founding in 1986. Our partners at ARM are experts in all things Long-Term Care insurance, and their help has been particularly valuable when it comes to navigating the Employer Group space.
Since joining forces with ARM in 2014, we have been able to greatly expand our efforts in partnering with Universities and Community College Districts throughout California. ARM's expertise and support helps us streamline our enrollment process, allowing us to efficiently serve a much wider client base.
As you make your decision about purchasing Long-Term Care insurance [LTCi], consider the topics discussed in these brief summaries and how they relate to you.
Protect Your Hard-Earned Retirement Savings +
Receive Better Quality Care – Where You Want It +
Provide Your Loved Ones with Much Needed Peace-of-Mind +
The Cost of Waiting +
LTC Facts & Figures
Sources (from the top, left to right): 1. 2018 Annual Cost of Care Study; Long-Term Care Group; 2018 | 2. Medicare & You 2015; Official US Government Medicare Handbook; 2015 | 3. The Economic Security of American Households; US Treasury Department; 2017 4. 2015-2016 LTCi Sourcebook; American Association for LTCi; 2016 | 5. Long-Term Care Frequently Asked Questions; National Conference of State Legislatures; 2016 | 6. 2015-2016 LTCi Sourcebook; American Association for LTCi; 2016
- 800.269.2622 x 119
555 Veterans Boulevard
Redwood City, CA 94063