Team

I hold a Master of Social Work degree from the University of Minnesota.  After years in social work, government service and as a social work professor in Minnesota, I relocated to northern California just in time for the earthquake!  After subsequent years in association management for the American Academy of Ophthalmology in San Francisco, I…

Harris has been in the Long-Term Care insurance industry for over 40 years. He began his career as an insurance underwriter, then continued onto successful positions in policy development, sales, and sales training, before eventually taking on the role of Director of Marketing at a national insurance company. He works all over the country with…

Having worked exclusively in the Long-Term Care insurance [LTCi] industry for 25+ years, Mitch has extensive experience as both an LTCi salesman and as a training specialist on the most effective and ethical ways to represent LTCi. He has advised and protected thousands of families from the devastating costs of the Long-Term Care illness, and…

As our Client Support Specialist, Rachael interacts with college staff and provides assistance to individuals who are interested in pursuing Long-Term Care insurance. Her extensive administrative background has been primarily in higher education, dealing with academic administrators, faculty, staff, and alumni. Help with long-term care planning is not always at arm’s length. As Rachael knows,…