Long Term Care Insurance policy holders:

Advisor – based on what we know and see for the indefinite future, if I was in your shoes, this is what I would do;

Advocate – come alongside the policyholder to represent the insured and make every effort to open a claim against a long term care insurance policy, help provide all information required to get reimbursed once services start;

Educator – inform policy holder and family exactly what their policy offers, connect with resources that are needed that they may not be aware of;

Manager – oversee daily, weekly, monthly, quarterly and annual information. We are the Coach for your policy “team”. From the daily care notes and how those are documented and returned back, getting the policy approved, to keeping a consistent flow of reimbursement once the policy reimburses for services.

Please complete the online assessment to begin the process of our free consultation; our fee based service offers flexibility but we also realize many families desire an ongoing relationship, so our most price effective would be the retainer option for ongoing regular support.

Who We Work With

We work with home care companies, Long Term Care insurance providers, geriatric care managers, senior living communities, individual policy holders – to come alongside people of all ages to ensure an understanding of the options, benefits and restrictions, mapping out using the policy and when to start a claim against the policy to try to activate it; how to activate the policy and ensuring all the proper documentation once started. Having reviewed the most complex policies in the industry, we are confident that we can help yours now make sense.

No Long Term Care Insurance policy? We can still help!

Advisor – we gather pertinent information of both your current and previous situation and talk through different paths; we give you non-biased advice as if you were our loved one;

Advocate – prior, during and after conversations with medical professionals it is difficult to know the questions to ask, to understand exactly what your options are and next steps. As a part of your team, we are helping you navigate through healthcare;

Educator – it is our job to talk to you through different options, potential paths to get you where you ultimately would like to be when things get better;

Manager – we can get as involved as you would like for us to be in terms of managing personal, medical or other affairs. If you are looking for a personal healthcare executive concierge, you are talking to the right person.

Please complete the online assessment to begin the process of our free consultation; our fee based service offers flexibility but we also realize many families desire an ongoing relationship, so our most price effective would be the retainer option for ongoing regular support.