LTC Consumer

LTC insurance application was very formidable for me because I did not have full understanding of the terms or the process—-it is like no other type of insurance and can be quite costly. I looked at so many plans and spoke with a number of agents but finally contacted the individual who was able to guide me through all the information in a very organized fashion and was efficient and patient through all my questions. What I originally interpreted as an impossible goal was finished in about a week or less with her guidance and I feel confident about the decisions made at last!

I have had nothing but an A++ experience with Kathy. She always takes the time to more than adequately research what is available for my needs. Her knowledge of the plans is amazing and she is able to explain it in a way that is easily understood by a "layperson." I am very glad she is my rep!

Cathy ** took the time to explain long term healthcare coverage in detail and answered our questions in a follow up meeting. She completed the application for us with no problems and told us what to expect for next steps.

Mr. Richard ** did a wonderful job in explaining everything to me. He had patience with me, I had a lot of questions and he answer everyone of my questions. I were late getting on zoom and he were there waiting.

Samantha was very knowledgeable, able to find a plan that worked for us, and was able to work within our timeframes as well as gently remind us when we forgot to do something. We would highly recommend her services to anyone.

Cathy ** was amazing!!! She patiently answered ALL of my questions regarding the new long term home care plan & made it easy for me to understand the “insurance language “.... Wonderful & very professional, personable & kind.

Lucy ** was very informative, patient and friendly. She did a great job of explaining all of our options, answering all our questions and providing recommendations for our consideration. She was very accommodating to our schedules and a pleasure to work with.

Dan found a couple of different plans for me when I was contemplating long term care insurance. He was knowledgeable and kept in contact with me even though I was taking my time studying and deciding which way I wanted to go.

We were in a time crunch getting LTC coverage in place in Washington. Samantha did an amazing job of quickly helping us sort through options, choose what was best for us, and get all the paperwork in on time. Her follow-through was excellent and she communicated often and well through the entire process.

Jonathan helped me shop for a long term care policy and fast tracked it so that I could save on my premiums (I was having a birthday in less than a week). He knew about all of the carriers and the California regulations. I felt like Jonathan was able to get me the best possible value for my LTC policy. I recommend Jonathan without hesitation. These products are complicated and he really understands them and can give you clear explanations and guidance.