A Long-Term Care Story

Jun 9th, 2017

Deciding whether to invest in long-term care insurance can feel like a difficult and confusing process. Truth be told, long-term care insurance is not only less complicated than you might think, it is far more important than you might imagine. Read James' story to learn about his experience with a long-term care claim and what it was like to work with our Certified Long-Term Care Specialist, Sheila Cervera.

"Several years ago my wife and I attended one of Sheila’s presentations on long-term care insurance. I had been a bit skeptical about the product but, after having Sheila’s analysis and discussing our situation with her one on one, we enthusiastically purchased a policy.

Several years later, my wife was diagnosed with Alzheimer’s and is now in a local skilled nursing facility as that terrible disease has progressed. We have received almost $200,000 to date from the company and have about another year of benefits forthcoming. Together with her social security, I am out of pocket only about $1,500 monthly toward her bill. I am extremely grateful for Sheila’s knowledge and guidance in the matter of long-term care insurance and I appreciate that she has kept in touch with us all this time."

- James S. 


Why should you meet with Sheila?

  • Learn from a certified expert with more than 20 years of experience who specializes in asset protection and wealth management strategies.
  • Sheila is available at no cost to assist you with your planning process.
  • As a non-commissioned agent, Sheila's focus is on what's best for you.
  • Build a lasting relationship with someone who cares.
  • Sheila can help you to understand critical planning factors such as tax advantages, long-term care costs, how to protect your assets, and more.

Click the link below to request an appointment or call 888-250-6689 x2026.
 

Request Appointment

For more information or to obtain a free, no-obligation quote please call our team at 518-786-9905 or 888-250-6689 (toll free).