Demonstration of Mastery
1. Worked in Financial Planning with Seniors since 1997
2. Have opened a Senior Insurance Agency, In Transition Planning including an educational 503(c) non-profit, In Transition Educational Services for seniors through work site campaigns and community events
3. Have long standing business relationship with AARP(R) and United Health Care, writing senior products including Medicare Supplement Policies and Medicare Complete products.
4. Teach insurance class at Kaplan/Deerborn Financial with training component on Medicare, MediCal and insurance products for seniors
5. Long term relationship with Genworth Financial selling long term care insurance in the individual market.