History
Since 1980 I have been an industry leader in product coordination innovation, a featured speaker at the 2013 & 2014 Society of Actuaries iLTCi Conferences, and have taken part in five product development teams for The Travelers, Aegon, Fortis, Amex and MedAmerica. Not wanting to lose field experience, I work with clients on a daily basis. Today's Income Product Coordinator and industry financial advisors must awaken to the fact that Extended Care and Income Strategies are no longer a one product solution. I reside with my family in Asheville, NC.
Specialties
Income planning, social security timing, long term care, annuities, life and health insurance planning