Long Term Care. Money pays for it. Health buys it. Protect your financial future with long term care planning.
As more US citizens are reaching their 40’s and 50’s, there has been increased interest from corporate executives and business owners like you to learn more about long term care planning.
Corey became focused on long term care planning after managing his parents’ finances as they aged and needed long term care. He realized there had to be a better way for people to receive the best possible long term care without forfeiting assets and depleting their bank accounts.
What other people are saying about Corey... If you want to get your Long Term Care Planning right for you and your spouse, you must speak to Corey. His Phase I made sure I understood a fairly complex set of options – no pressure. Phase II only proceeds if you want to. It was only because of his knowledge of the individual preferences of the carriers that he was able to provide the best plan for us. To cap it, he guided us through the many funding options until we had exactly what we needed. I am so glad he is “on my side.”
Austen Jackson, Vistage Chair
"I have used Corey’s Long Term Care expertise over the years for many of my clients. I am comfortable in doing so because of his experience and his knowledge of all of the LTC carrier options as they relate to plan-design, underwriting, and funding. In fact, I believe so strongly in his experience my wife and I are Long Term Care clients of his."
Benjamin R. Loggins, CPA
"When I implemented Long Term Care Planning in my law firm, Corey used his educational systems to help my employees and their spouses understand the relevant issues of Long Term Care. After a group presentation, Corey met with each employee in a private setting to obtain information regarding their individual needs for Long Term Care Insurance, their medical history, and their financial circumstances.
The purchase of Long Term Care Insurance is a deeply personal decision that requires a process to ensure a successful outcome. Corey’s methods bring that process to fruition. More than any other type of insurance, Long Term Care Insurance is not a “one size fits all” prospect. Corey has the knowledge, experience, and determination to explore and obtain the best solutions for each individual client.”
Lance LoRusso, Attorney
“Corey is very knowledgeable and someone who can conduct a very in-depth, informative Long Term Care conversation with clarity. He has always exhibited excellent follow-through and is exceptional at explaining Long Term Care information clearly and concisely. The feedback on Corey from my clients is always very positive.”
William Hoversten, ESQ., Patton, Hoversten and Berg
