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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.

Related Pages

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    Life Insurance Quotes

    Life insurance quotes for living too long, dying too soon, or losing income to illness, injury, or economic downturn.

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    Life Insurance

    Life insurance as defined by The National Association of Insurance Commissioners

  • What is term life insurance? It's like leasing or renting life insurance for a period of time. At the end of the term you own nothing, but enjoyed the protection while you had it.

    What is Term Life Insurance

    What is term life insurance? It's like leasing or renting life insurance for a period of time. At the end of the term you own nothing, but enjoyed the protection while you had it.

  • Whole life insurance can vary in a couple of ways.

    Whole Life Insurance

    Whole life insurance can vary in a couple of ways.

  • Why would I consider cash value life insurance?

    Cash Value Life Insurance

    Why would I consider cash value life insurance?