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Houston, Texas, United States
Why do I do this? A family tragedy was the catalyst that caused me to enter the Long Term care field. My mom suffered a massive stroke and required more care than could be given at home. Fortunately, she had planned for her future and had purchased a Long Term Care policy several years earlier. At her nursing facility, I witnessed how a lack of planning caused confusion, frustration, and financial pain to so many families while attempting to care for loved ones. These observations and experiences gave me a personal resolve to educate and motivate the community to begin planning for their future independence, help protect their loved ones, and conserve their assets. My mission is to use my knowledge and skill to help individuals and businesses design an appropriate and affordable plan utilizing some of the largest and most stable Long Term Care insurance companies. Gail and I, are allowed to share the home of our Airedale Terrier, George. Jerry M. Levy Licensed Insurance Agent Long Term Care Specialist LTC Financial Partners, LLC Bus: 281-499-8992

Saturday, January 22, 2011

This has definitely been a year of changes for many of us. I like to start the year with a plan to improve on the last one. Besides the usual proclamations I am finding that folks are concerned about retaining their independence and not being a burden on family. My clients tell me that they do not want to be dependent on government plans for their retirement or care. I have included a link to a short video that addresses planning. After all if you read any of my previous posts, we are all better off with a plan than without one. Here is the link to the video. Let me know what you think. http://tinyurl.com/35kpxwm Just compy and paste in the browser.
I have also included a link below to the book Dignity for Life: 5 Things You Should Know Before Considering Long Term Care Insurance and an insert on the Class Act. web.ltcfp.com/agent/d/jerrylevyltc/DFL.pdf

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