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Member of a client's Emergency Response System, are you?  Then, you know what to do.
(And, thank you for doing it.  You are so important!)

When scheduling an appointment, we will ask you for a mobile number for reminder texts and other updates.  You may opt out of these text messages, any time, by typing STOP, as a reply.  We may email you, as well.


for a phone chat with Jer 

Book a time that works for you


For a phone chat with kathy

Book a time that works for you

Q: Why would a business owner buy long term care insurance,
when the business could buy it for them?

A Short Course in Long Term Planning book cover

Yours, with our thanks for answering 2 quick LTC questions.