My Story
- Jerry Levy - Protect Your Assets
- 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
Friday, September 2, 2011
Worksite Education Pays Dividends
Many businesses have been challenged by the economy and with their benefits. Everyone has felt the pinch as medical insurance and the cost of medical care have increased. Small business owners are seeking ways to attract & retain their top employees. The best way to protect tax deferred savings is to educate employees about long term care planning options. I have been holding workshops for employers and employees so they may learn the best way to protect their families and also, for the employer, how to protect productivity. Several benefit brokers have enlisted my help to bring new solutions to their clients without impacting the budget. They are not waiting for Health Care Reform to change their business. We are taking a proactive approach to help employers get ahead without busting the budget. To learn more send an email to jerry.levy@ltcfp.net