ACSIA Partners
Industry: Insurance company
DescriptionLTC Financial Partners, LLC, based in Fort Myers, FL, was one of the largest long term care insurance agencies in the United States. Its field is one of growing importance as millions of Baby Boomers reach retirement age, and as health reform acknowledges the care needs of an aging population. Founded: 2003 Subsidiary: LTC Global, Inc.
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ACSIA Partners Employees
Employee
Years
Job
Industry
Nikolette Morton Nikolette Morton's ACSIA Partners Experience August 2014 - Present
Job Independent Insurance Agent at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners August 2014 - Present
Genworth Financial April 2008 - August 2014
Nikolette's Fine Jewelry August 1988 - December 2003
Skills
Insurance, Underwriting, Life Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Risk Management, Long-term Care, Health Insurance, Reinsurance, General Insurance, Retirement Planning
Education
Gemological Institute of America 1980 — 1982
Graduate Gemologist
Cascade High School, everett, WA
ACSIA Partners August 2014 - Present
Genworth Financial April 2008 - August 2014
Nikolette's Fine Jewelry August 1988 - December 2003
Skills
Insurance, Underwriting, Life Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Risk Management, Long-term Care, Health Insurance, Reinsurance, General Insurance, Retirement Planning
Education
Gemological Institute of America 1980 — 1982
Graduate Gemologist
Cascade High School, everett, WA
Marybeth Bayer Marybeth Bayer's ACSIA Partners Experience September 2005 - Present
Job Long Term Care Specialist
Industry Insurance
Experience
ACSIA Partners September 2005 - Present
Bayer Insurance Agency, Inc. January 2000 - Present
LTCFP 2000 - Present
Genworth Financial January 1999 - September 2005
Skills
Life Insurance, Disability Insurance, Insurance, Long-term Care, Long Term Care Insurance, Retirement, Fixed Annuities, Health Insurance, Small Business, Term Life Insurance, Critical Illness, Sales, Strategic Planning, Creative Writing, Retirement Planning, Sales Management, Universal Life, Finance, Medicare, Brokers, Employee Benefits, Commercial Insurance, General Insurance, Underwriting
Education
Eastern Michigan University
BBA, Marketing/Sales
ACSIA Partners September 2005 - Present
Bayer Insurance Agency, Inc. January 2000 - Present
LTCFP 2000 - Present
Genworth Financial January 1999 - September 2005
Skills
Life Insurance, Disability Insurance, Insurance, Long-term Care, Long Term Care Insurance, Retirement, Fixed Annuities, Health Insurance, Small Business, Term Life Insurance, Critical Illness, Sales, Strategic Planning, Creative Writing, Retirement Planning, Sales Management, Universal Life, Finance, Medicare, Brokers, Employee Benefits, Commercial Insurance, General Insurance, Underwriting
Education
Eastern Michigan University
BBA, Marketing/Sales
Richard Horowitz Richard Horowitz's ACSIA Partners Experience June 2009 - January 2015
Job Consumer Specialist at LTC Consumer
Industry Insurance
Experience
LTC Consumer January 2015 - Present
ACSIA Partners June 2009 - January 2015
Long Term Care Financial Partners 2006 - 2009
Skills
Long-term Care, Long Term Care Insurance, Insurance, Disability Insurance, Health Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Medicare, Variable Annuities, Retirement, Wealth Accumulation, Insurance Brokerage, Retirement Planning, Employee Benefits, Sales, Whole Life, Small Business, Critical Illness, Umbrella Insurance, Asset Allocation, Financial Planners, Underwriting, IRAs, Selling, Universal Life, Financial Advisory, 401k, Sales Management, Wealth Management, Estate Planning, Leadership, Asset Protection, Wealth, Brokers, Training, Strategic Financial..., Financial Services, Accident, Investments, Healthcare, Asset Management, Health Savings Accounts, Mutual Funds, Investment Advisory
Education
University of Miami 1995 — 1998
Masters of Science, Physical Therapy
Temple University 1991 — 1995
BS, Physical Anthropology
LTC Consumer January 2015 - Present
ACSIA Partners June 2009 - January 2015
Long Term Care Financial Partners 2006 - 2009
Skills
Long-term Care, Long Term Care Insurance, Insurance, Disability Insurance, Health Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Medicare, Variable Annuities, Retirement, Wealth Accumulation, Insurance Brokerage, Retirement Planning, Employee Benefits, Sales, Whole Life, Small Business, Critical Illness, Umbrella Insurance, Asset Allocation, Financial Planners, Underwriting, IRAs, Selling, Universal Life, Financial Advisory, 401k, Sales Management, Wealth Management, Estate Planning, Leadership, Asset Protection, Wealth, Brokers, Training, Strategic Financial..., Financial Services, Accident, Investments, Healthcare, Asset Management, Health Savings Accounts, Mutual Funds, Investment Advisory
Education
University of Miami 1995 — 1998
Masters of Science, Physical Therapy
Temple University 1991 — 1995
BS, Physical Anthropology
Trent Wilkins Trent Wilkins's ACSIA Partners Experience July 2014 - December 2014
Job Electrician at Wilkins Electric Inc.
Industry Construction
Experience
Wilkins Electric Inc. November 2014 - Present
ACSIA Partners July 2014 - December 2014
URS Corporation June 2013 - July 2014
URS Corporation October 2011 - May 2013
Fara Cafe June 2009 - October 2011
Wilkins Electric Inc. May 2003 - September 2003
Skills
Sales, Insurance, Long Term Care Insurance, Life Insurance, Social Networking, Leadership, Account Management, Project Management, Time Management, Microsoft Word, Team Leadership, Analysis, Excel, Enterprise Software, Word, Teamwork, Restaurant Management, Contractual Agreements, Budgets, Finance, Electricians, Fixed Annuities, Microsoft Excel, Accounting
Education
Texas State University-San Marcos 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas State University-San Marcos 2005 — 2009
Bachelor of Science in Criminal Justice, Criminal justice, Magna Cum Laude
Wilkins Electric Inc. November 2014 - Present
ACSIA Partners July 2014 - December 2014
URS Corporation June 2013 - July 2014
URS Corporation October 2011 - May 2013
Fara Cafe June 2009 - October 2011
Wilkins Electric Inc. May 2003 - September 2003
Skills
Sales, Insurance, Long Term Care Insurance, Life Insurance, Social Networking, Leadership, Account Management, Project Management, Time Management, Microsoft Word, Team Leadership, Analysis, Excel, Enterprise Software, Word, Teamwork, Restaurant Management, Contractual Agreements, Budgets, Finance, Electricians, Fixed Annuities, Microsoft Excel, Accounting
Education
Texas State University-San Marcos 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas State University-San Marcos 2005 — 2009
Bachelor of Science in Criminal Justice, Criminal justice, Magna Cum Laude
Janet Kircher Janet Kircher's ACSIA Partners Experience April 2007 - Present
Job Sr. Director Marketing & Business Analysis at LTC Global
Industry Insurance
Experience
ACSIA Partners April 2007 - Present
Skills
Term Life Insurance, Long-term Care, Long Term Care Insurance, Insurance, Universal Life, Disability Insurance, Health Insurance, Medicare, Fixed Annuities, Retirement, Management, Professional Mentoring, Medicare Part D, Life Insurance, Whole Life, Leadership, Brokers, IRAs, Underwriting, Medicare Prescription..., Insurance Brokerage, Critical Illness, Healthcare, Call Centers, Webinars, Health Savings Accounts
Education
Dominican University of California 1998 — 2000
Master of Business Administration (MBA), Strategic Leadership
ACSIA Partners April 2007 - Present
Skills
Term Life Insurance, Long-term Care, Long Term Care Insurance, Insurance, Universal Life, Disability Insurance, Health Insurance, Medicare, Fixed Annuities, Retirement, Management, Professional Mentoring, Medicare Part D, Life Insurance, Whole Life, Leadership, Brokers, IRAs, Underwriting, Medicare Prescription..., Insurance Brokerage, Critical Illness, Healthcare, Call Centers, Webinars, Health Savings Accounts
Education
Dominican University of California 1998 — 2000
Master of Business Administration (MBA), Strategic Leadership
Bobbi Foster Bobbi Foster's ACSIA Partners Experience January 2015 - Present
Job Long Term Care Insurance Specialist at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners January 2015 - Present
ClaimJockey, LLC January 2012 - January 2015
John Hancock Life Insurance Company (U.S.A.) October 2008 - December 2013
LTC Financial Partners May 2005 - April 2013
LTC Financial Partners September 2005 - May 2006
GE Capital May 1999 - May 2005
AT&T February 1977 - February 1992
Skills
Insurance, Long-term Care, Training, Financial Advisory, Retirement Planning, Mutual Funds, Sales, Long Term Care Insurance, Retirement, Fixed Annuities, Financial Services, Life Insurance, Disability Insurance, Term Life Insurance, Employee Benefits, IRAs
Education
Guilford College 1986 — 1992
Bachelor of Applied Science (BASc), Financal Management and System Design, 3.897
ACSIA Partners January 2015 - Present
ClaimJockey, LLC January 2012 - January 2015
John Hancock Life Insurance Company (U.S.A.) October 2008 - December 2013
LTC Financial Partners May 2005 - April 2013
LTC Financial Partners September 2005 - May 2006
GE Capital May 1999 - May 2005
AT&T February 1977 - February 1992
Skills
Insurance, Long-term Care, Training, Financial Advisory, Retirement Planning, Mutual Funds, Sales, Long Term Care Insurance, Retirement, Fixed Annuities, Financial Services, Life Insurance, Disability Insurance, Term Life Insurance, Employee Benefits, IRAs
Education
Guilford College 1986 — 1992
Bachelor of Applied Science (BASc), Financal Management and System Design, 3.897
Virginia Kintz Virginia Kintz's ACSIA Partners Experience 2004 - Present
Job Partner at LTC Financial Partners
Industry Insurance
Experience
ACSIA Partners 2004 - Present
NY State DMV 1990 - 1996
The Harva Company 1977 - 1990
Skills
Long-term Care, Long Term Care Insurance, Insurance, Fixed Annuities, Financial Advisory, Estate Planning, Accident, Disability Insurance, Retirement, Whole Life, Term Life Insurance, Financial Planners, Employee Benefits, Underwriting, Wealth, Retirement Planning, Life Insurance, Critical Illness, Health Insurance, Brokers, Universal Life, 401k, Medicare, IRAs
Education
Graduate of The George Washington University
Political Science/ Music
The George Washington University
BA, Political Science/ Music
ACSIA Partners 2004 - Present
NY State DMV 1990 - 1996
The Harva Company 1977 - 1990
Skills
Long-term Care, Long Term Care Insurance, Insurance, Fixed Annuities, Financial Advisory, Estate Planning, Accident, Disability Insurance, Retirement, Whole Life, Term Life Insurance, Financial Planners, Employee Benefits, Underwriting, Wealth, Retirement Planning, Life Insurance, Critical Illness, Health Insurance, Brokers, Universal Life, 401k, Medicare, IRAs
Education
Graduate of The George Washington University
Political Science/ Music
The George Washington University
BA, Political Science/ Music
Cathy Flanagan Cathy Flanagan's ACSIA Partners Experience June 2006 - Present
Job ACSIA Partners, LLC
Industry Financial Services
Experience
ACSIA Partners June 2006 - Present
Genworth Financial December 1998 - June 2006
Skills
Long Term Care, Employee Benefits, Retirement, Insurance, Financial Advisory, Long-term Care, Long Term Care Insurance, Life Insurance, Fixed Annuities, Financial Planners, Training, Underwriting, Term Life Insurance, Retirement Planning, Health Insurance, Disability Insurance, Sales, Brokers, Medicare, Estate Planning, Critical Illness
Education
The University of Texas at Arlington
BA
ACSIA Partners June 2006 - Present
Genworth Financial December 1998 - June 2006
Skills
Long Term Care, Employee Benefits, Retirement, Insurance, Financial Advisory, Long-term Care, Long Term Care Insurance, Life Insurance, Fixed Annuities, Financial Planners, Training, Underwriting, Term Life Insurance, Retirement Planning, Health Insurance, Disability Insurance, Sales, Brokers, Medicare, Estate Planning, Critical Illness
Education
The University of Texas at Arlington
BA
Robert Russey Robert Russey's ACSIA Partners Experience March 2015 - Present
Job Sr LTC Specialist at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners March 2015 - Present
Russey Insurance Services January 2015 - Present
Genworth Financial August 2009 - January 2015
FedEx Express July 1997 - August 2009
GE Capital Assurance Co. November 1991 - July 1998
Skills
Long Term Care Insurance, Indexed Annuities, Life Insurance, Fixed Annuities, Long-term Care, Health Insurance, Insurance, Term Life Insurance, Baseball, Investments, Retirement Planning, Disability Insurance, Medicare, Financial Planners
Education
The University of Texas at Arlington 1975 — 1976
Business
Tarrant County College 1973 — 1975
AAS, Horticulture
Arlintgon Heights High School 1964 — 1967
ACSIA Partners March 2015 - Present
Russey Insurance Services January 2015 - Present
Genworth Financial August 2009 - January 2015
FedEx Express July 1997 - August 2009
GE Capital Assurance Co. November 1991 - July 1998
Skills
Long Term Care Insurance, Indexed Annuities, Life Insurance, Fixed Annuities, Long-term Care, Health Insurance, Insurance, Term Life Insurance, Baseball, Investments, Retirement Planning, Disability Insurance, Medicare, Financial Planners
Education
The University of Texas at Arlington 1975 — 1976
Business
Tarrant County College 1973 — 1975
AAS, Horticulture
Arlintgon Heights High School 1964 — 1967
Ruslan Sharan's ACSIA Partners Experience March 2015 - July 2015
Job VALVe Customer Service Representative
Industry Computer Games
Experience
Blueprint Consulting Services August 2015 - Present
ACSIA Partners March 2015 - July 2015
Khnu - De Gruyter Open December 2013 - January 2015
Khmelnitsky National University September 2011 - January 2015
Ternopil Volodymyr Hnatyuk National Pedagogical University November 2008 - January 2011
Khmelnitsky National University September 2005 - October 2008
Khmelnitsky National University September 2003 - October 2008
Khmelnitsky National University September 1999 - August 2005
Skills
Basic HTML, CSS, Distance Learning, E-Learning, Research, Teaching, Translation, Curriculum Design, methodology of teaching..., Higher Education, University Teaching, Science, Public Speaking, Curriculum Development, Student Affairs, Grant Writing, Theory, Lecturing, Knowledge of the..., setting up and..., Computer Operator, Computer Technician, Staff Development, Literature, Classroom, Publishing, Academic Writing, Adult Education, Customer Support
Education
TERNOPIL VOLODYMYR HNATYUK NATIONAL 2008 — 2010
PhD in Education, THEORY AND METHODOLOGY OF PROFESSIONAL EUCATION
Chernivci National 'Juriy Fedkovyc' University 1994 — 2000
Master of Arts (MA), English Language and Literature, General
Blueprint Consulting Services August 2015 - Present
ACSIA Partners March 2015 - July 2015
Khnu - De Gruyter Open December 2013 - January 2015
Khmelnitsky National University September 2011 - January 2015
Ternopil Volodymyr Hnatyuk National Pedagogical University November 2008 - January 2011
Khmelnitsky National University September 2005 - October 2008
Khmelnitsky National University September 2003 - October 2008
Khmelnitsky National University September 1999 - August 2005
Skills
Basic HTML, CSS, Distance Learning, E-Learning, Research, Teaching, Translation, Curriculum Design, methodology of teaching..., Higher Education, University Teaching, Science, Public Speaking, Curriculum Development, Student Affairs, Grant Writing, Theory, Lecturing, Knowledge of the..., setting up and..., Computer Operator, Computer Technician, Staff Development, Literature, Classroom, Publishing, Academic Writing, Adult Education, Customer Support
Education
TERNOPIL VOLODYMYR HNATYUK NATIONAL 2008 — 2010
PhD in Education, THEORY AND METHODOLOGY OF PROFESSIONAL EUCATION
Chernivci National 'Juriy Fedkovyc' University 1994 — 2000
Master of Arts (MA), English Language and Literature, General
Peter Molnar Peter Molnar's ACSIA Partners Experience November 2008 - Present
Job Internet based Financial Services Consultant/National LTC Planning Solutions/Lodging & Biz Entreprenuer
Industry Financial Services
Experience
Molnar Financial Group, Inc. February 1996 - Present
ACSIA Partners November 2008 - Present
Margaretville Lodging LLC April 2003 - Present
USMC April 1977 - January 2000
Skills
Recruiting, Entrepreneurship, Leadership, Public Speaking, Insurance, Long-term Care, Coaching, Risk Management, Management, Medicare, Marketing, Training, Retirement Planning, Customer Service, Long Term Care Insurance, Small Business, Nonprofits, Program Management, Sales Management, Sales, Investments, Fixed Annuities, Strategic Financial..., Employee Benefits, Retirement, Life Insurance, Financial Planning
Education
The George Washington University 1977 — 1979
BS, International Affairs
US Naval Flight School 1980 — 1981
Aerodynamics, Aviation
Westchester Community College 1975 — 1977
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Molnar Financial Group, Inc. February 1996 - Present
ACSIA Partners November 2008 - Present
Margaretville Lodging LLC April 2003 - Present
USMC April 1977 - January 2000
Skills
Recruiting, Entrepreneurship, Leadership, Public Speaking, Insurance, Long-term Care, Coaching, Risk Management, Management, Medicare, Marketing, Training, Retirement Planning, Customer Service, Long Term Care Insurance, Small Business, Nonprofits, Program Management, Sales Management, Sales, Investments, Fixed Annuities, Strategic Financial..., Employee Benefits, Retirement, Life Insurance, Financial Planning
Education
The George Washington University 1977 — 1979
BS, International Affairs
US Naval Flight School 1980 — 1981
Aerodynamics, Aviation
Westchester Community College 1975 — 1977
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Jeanne Blicharz's ACSIA Partners Experience July 2014 - Present
Job Long Term Care Specialist, ACSIA Partners
Industry Insurance
Experience
ACSIA Partners July 2014 - Present
Self-employed January 2011 - Present
Heat Tech Distributing January 1998 - Present
Pfizer May 1994 - December 2000
Citi January 1987 - May 1994
Skills
Long Term Care Insurance, Life Insurance, Computer Technology, Business Management, Disability Insurance, Employee Benefits, Fixed Annuities, Long-term Care, Small Business, Brokers, Property & Casualty..., Commercial Insurance, General Insurance, Underwriting
Education
Pennsylvania State University, Fogelsville, PA 2000 — 2001
Associate's degree, Information Technology
Pace University 1987 — 1988
Marketing
County College of Morris 1980 — 1982
Associate's in Applied Science, Office Technology
ACSIA Partners July 2014 - Present
Self-employed January 2011 - Present
Heat Tech Distributing January 1998 - Present
Pfizer May 1994 - December 2000
Citi January 1987 - May 1994
Skills
Long Term Care Insurance, Life Insurance, Computer Technology, Business Management, Disability Insurance, Employee Benefits, Fixed Annuities, Long-term Care, Small Business, Brokers, Property & Casualty..., Commercial Insurance, General Insurance, Underwriting
Education
Pennsylvania State University, Fogelsville, PA 2000 — 2001
Associate's degree, Information Technology
Pace University 1987 — 1988
Marketing
County College of Morris 1980 — 1982
Associate's in Applied Science, Office Technology
Edward J. Sullivan's ACSIA Partners Experience January 2015 - Present
Job Long Term Care Specialist at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners January 2015 - Present
UnitedHealthCare April 2012 - Present
Custom Insurance June 2010 - June 2011
Sentry Insurance October 2003 - June 2010
Mortgage Captiol January 2001 - October 2003
Liberty Mutual Insurance June 1994 - January 2001
Skills
Insurance, Mortgage, Home, Customer Service, Outlook, Long-term Care, Public Speaking, Life Insurance, Mortgage Lending, New Business Development, Strategic Planning, Homeowners, Team Building, Sales, Commercial Insurance, Loans, Training, Finance, Refinance, Sales Operations, Leadership, Medicare, Marketing
Education
Indiana University 1985 — 1990
Bachelor, Criminal Justice
Indiana University Bloomington 1985 — 1990
Bachelor, Criminal Justice
ACSIA Partners January 2015 - Present
UnitedHealthCare April 2012 - Present
Custom Insurance June 2010 - June 2011
Sentry Insurance October 2003 - June 2010
Mortgage Captiol January 2001 - October 2003
Liberty Mutual Insurance June 1994 - January 2001
Skills
Insurance, Mortgage, Home, Customer Service, Outlook, Long-term Care, Public Speaking, Life Insurance, Mortgage Lending, New Business Development, Strategic Planning, Homeowners, Team Building, Sales, Commercial Insurance, Loans, Training, Finance, Refinance, Sales Operations, Leadership, Medicare, Marketing
Education
Indiana University 1985 — 1990
Bachelor, Criminal Justice
Indiana University Bloomington 1985 — 1990
Bachelor, Criminal Justice
Pete Livingston Pete Livingston's ACSIA Partners Experience October 2010 - Present
Job Long Term Care Solutions Specialist, ACSIA Partners
Industry Insurance
Experience
ACSIA Partners October 2010 - Present
Alliance Advisory Group January 2007 - October 2010
Skills
Long Term Care Insurance, LTC Hybrid Products, Life Insurance, Disability Insurance, Term Life Insurance, Finance, Insurance, Long-term Care
Education
University of Rochester 1972 — 1976
BS, Physics
Alfred State College - SUNY College of Technology 1966 — 1969
AAS, Enginering
ACSIA Partners October 2010 - Present
Alliance Advisory Group January 2007 - October 2010
Skills
Long Term Care Insurance, LTC Hybrid Products, Life Insurance, Disability Insurance, Term Life Insurance, Finance, Insurance, Long-term Care
Education
University of Rochester 1972 — 1976
BS, Physics
Alfred State College - SUNY College of Technology 1966 — 1969
AAS, Enginering
Todd Stein's ACSIA Partners Experience February 2009 - Present
Job Senior LTC Consultant, Licensed Insurance Agent, Specializing in LongTerm Care Solutions, ACSIA Partners LLC
Industry Insurance
Experience
ACSIA Partners February 2009 - Present
Macy's West December 1999 - January 2009
Friends of the Children San Francisco 2006 - 2009
Macy's West June 1997 - December 1999
Dayton Hudson Marshall Field June 1995 - June 1997
Limited Brands June 1993 - June 1995
Macy's East June 1989 - June 1993
Lord & Taylor May 1984 - June 1989
Skills
Business, Leadership, Retail, Insurance, Sales, Product Development, Sales Management, Long-term Care, Long Term Care Insurance, Customer Service, Entrepreneurship, Management, Business Development, Analysis, Merchandising, Disability Insurance, Profit, Team Building, Contract Negotiation, Training, Business Planning, Time Management, Marketing, Employee Benefits, Small Business, Advertising, Cross-functional Team..., Healthcare, Strategy, Coaching, Recruiting, Marketing Strategy, Selling, New Business Development, Leadership Development, Strategic Partnerships, Strategic Planning
Education
Indiana University Bloomington 1980 — 1984
BA, Psychology
North Central High School 1977 — 1980
ACSIA Partners February 2009 - Present
Macy's West December 1999 - January 2009
Friends of the Children San Francisco 2006 - 2009
Macy's West June 1997 - December 1999
Dayton Hudson Marshall Field June 1995 - June 1997
Limited Brands June 1993 - June 1995
Macy's East June 1989 - June 1993
Lord & Taylor May 1984 - June 1989
Skills
Business, Leadership, Retail, Insurance, Sales, Product Development, Sales Management, Long-term Care, Long Term Care Insurance, Customer Service, Entrepreneurship, Management, Business Development, Analysis, Merchandising, Disability Insurance, Profit, Team Building, Contract Negotiation, Training, Business Planning, Time Management, Marketing, Employee Benefits, Small Business, Advertising, Cross-functional Team..., Healthcare, Strategy, Coaching, Recruiting, Marketing Strategy, Selling, New Business Development, Leadership Development, Strategic Partnerships, Strategic Planning
Education
Indiana University Bloomington 1980 — 1984
BA, Psychology
North Central High School 1977 — 1980
Sandra Newman Sandra Newman's ACSIA Partners Experience March 2006 - Present
Job Agent Client Support Specialist at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners March 2006 - Present
LTC Global/ACSIA 2006 - Present
Skills
Microsoft Excel, Customer Support, Agent Training, PowerPoint, Microsoft Word, Microsoft Office, Training, Salesforce.com, Time Management, Retirement, Insurance, Retirement Planning, Long-term Care
Education
Greenville Technical College
Hillcrest High School
ACSIA Partners March 2006 - Present
LTC Global/ACSIA 2006 - Present
Skills
Microsoft Excel, Customer Support, Agent Training, PowerPoint, Microsoft Word, Microsoft Office, Training, Salesforce.com, Time Management, Retirement, Insurance, Retirement Planning, Long-term Care
Education
Greenville Technical College
Hillcrest High School
Michael Markowitz Michael Markowitz's ACSIA Partners Experience February 2008 - Present
Job Senior Associate at ACSIA Partners, LLC
Industry Insurance
Experience
ACSIA Partners February 2008 - Present
National Health Administrators January 2004 - January 2008
Anne Arundel County Public Schools September 1970 - August 2003
Skills
Long Term Care Insurance, Association, Long-term Care, Fixed Annuities, Insurance, Disability Insurance, Employee Benefits, Public Speaking
Education
The George Washington University 1972 — 1975
MA, Education
Indiana University of Pennsylvania 1966 — 1970
BS, Education
ACSIA Partners February 2008 - Present
National Health Administrators January 2004 - January 2008
Anne Arundel County Public Schools September 1970 - August 2003
Skills
Long Term Care Insurance, Association, Long-term Care, Fixed Annuities, Insurance, Disability Insurance, Employee Benefits, Public Speaking
Education
The George Washington University 1972 — 1975
MA, Education
Indiana University of Pennsylvania 1966 — 1970
BS, Education
Charlie McClure Charlie McClure's ACSIA Partners Experience June 2008 - Present
Job Senior Solutions Specialist at ACSIA Partners LLC
Industry Insurance
Experience
ACSIA Partners June 2008 - Present
Skills
Commercial Insurance, Medicare, Long-term Care, Insurance, Employee Benefits, Long Term Care Insurance, Term Life Insurance
Education
University of South Florida
ACSIA Partners June 2008 - Present
Skills
Commercial Insurance, Medicare, Long-term Care, Insurance, Employee Benefits, Long Term Care Insurance, Term Life Insurance
Education
University of South Florida
Patti Wilkins Patti Wilkins's ACSIA Partners Experience January 2013 - Present
Job Solutions for Longterm care planning
Industry Insurance
Experience
ACSIA Partners January 2013 - Present
Genworth Financial August 2007 - January 2013
Westwood High School June 1999 - June 2006
Skills
Long Term Care Insurance, Insurance, Sales, Fixed Annuities, Strategic Planning, Customer Service, Public Speaking, PowerPoint, Microsoft Word, Outlook, Microsoft Excel, Windows, Research, Budgets, Long-term Care, Health Insurance
Education
The University of Texas at Austin
Bachelor of Science, Education
ACSIA Partners January 2013 - Present
Genworth Financial August 2007 - January 2013
Westwood High School June 1999 - June 2006
Skills
Long Term Care Insurance, Insurance, Sales, Fixed Annuities, Strategic Planning, Customer Service, Public Speaking, PowerPoint, Microsoft Word, Outlook, Microsoft Excel, Windows, Research, Budgets, Long-term Care, Health Insurance
Education
The University of Texas at Austin
Bachelor of Science, Education
Bruce Berkowitz, CLTC Bruce Berkowitz, CLTC's ACSIA Partners Experience January 2014 - Present
Job Long Term Care Specialist CLTC at ACSIA Partners Long Term Care Inc.
Industry Insurance
Experience
ACSIA PARTNERS January 2014 - Present
Berkowitz Long Term Care Insurance Services, Inc. November 2007 - Present
Berkowitz Long Term Care Insurance Services, Inc June 1999 - Present
Berkowitz Long Term Care Insurance Services,Inc. June 1999 - Present
New York Life Insurance Company November 2012 - October 2013
California Long Term Care Insurance Services, Inc. January 2011 - November 2012
ACSIA Long Term Care, Inc. November 2009 - December 2011
Retirement Strategies Group January 2005 - November 2009
LTCR June 2004 - November 2009
GE Financial Services June 1999 - January 2003
Skills
Long Term Care Insurance, CA Partnership, Hybrid products for..., Webinars for long term..., Life Insurance, Universal Life, Term Life Insurance, Whole Life, Small Business, Workshops, Fixed Annuities, Guaranteed Lifetime..., Custom Whole Life, Brokers, Disability Insurance, Health Insurance, Guaranteed Lifetime..., Insurance, Medicare, Retirement Planning, Retirement, Underwriting, Investments, IRAs, Variable Annuities, Critical Illness, Financial Planners
Education
Rutgers, The State University of New Jersey-New Brunswick 1967 — 1971
Bachelor of Arts, Psychology
Union High School 1965 — 1967
ACSIA PARTNERS January 2014 - Present
Berkowitz Long Term Care Insurance Services, Inc. November 2007 - Present
Berkowitz Long Term Care Insurance Services, Inc June 1999 - Present
Berkowitz Long Term Care Insurance Services,Inc. June 1999 - Present
New York Life Insurance Company November 2012 - October 2013
California Long Term Care Insurance Services, Inc. January 2011 - November 2012
ACSIA Long Term Care, Inc. November 2009 - December 2011
Retirement Strategies Group January 2005 - November 2009
LTCR June 2004 - November 2009
GE Financial Services June 1999 - January 2003
Skills
Long Term Care Insurance, CA Partnership, Hybrid products for..., Webinars for long term..., Life Insurance, Universal Life, Term Life Insurance, Whole Life, Small Business, Workshops, Fixed Annuities, Guaranteed Lifetime..., Custom Whole Life, Brokers, Disability Insurance, Health Insurance, Guaranteed Lifetime..., Insurance, Medicare, Retirement Planning, Retirement, Underwriting, Investments, IRAs, Variable Annuities, Critical Illness, Financial Planners
Education
Rutgers, The State University of New Jersey-New Brunswick 1967 — 1971
Bachelor of Arts, Psychology
Union High School 1965 — 1967
Caroline Henson, LTCP Caroline Henson, LTCP's ACSIA Partners Experience May 2010 - Present
Job Long Term Care Planning Specialist
Industry Insurance
Experience
ACSIA Partners May 2010 - Present
Caroline Henson Insurance Services June 2009 - June 2010
Elite Marketing Group 2000 - 2009
Sue Wilson Brokerage 1995 - 1999
Skills
longterm care consulting, LTC Specialist, licensed field..., Long-term Care, Insurance, Retirement, Health Insurance, Long Term Care Insurance, Disability Insurance, Life Insurance, Medicare, Employee Benefits, Underwriting, Critical Illness, Whole Life, Universal Life, Financial Advisory, Strategic Financial..., Accident, 401k, Healthcare, Small Business, Medicare Part D, Wealth, Wealth Management
Education
Texas Tech University
BBA, Marketing
The University of Texas at Arlington
BBA, Marketing
ACSIA Partners May 2010 - Present
Caroline Henson Insurance Services June 2009 - June 2010
Elite Marketing Group 2000 - 2009
Sue Wilson Brokerage 1995 - 1999
Skills
longterm care consulting, LTC Specialist, licensed field..., Long-term Care, Insurance, Retirement, Health Insurance, Long Term Care Insurance, Disability Insurance, Life Insurance, Medicare, Employee Benefits, Underwriting, Critical Illness, Whole Life, Universal Life, Financial Advisory, Strategic Financial..., Accident, 401k, Healthcare, Small Business, Medicare Part D, Wealth, Wealth Management
Education
Texas Tech University
BBA, Marketing
The University of Texas at Arlington
BBA, Marketing
Jonathan Thew Jonathan Thew's ACSIA Partners Experience June 2014 - Present
Job Agent at ACSIA Partners
Industry Financial Services
Experience
ACSIA Partners June 2014 - Present
LTC Financial Partners September 2012 - Present
Kirwans Solicitors December 2008 - March 2012
Duke of Edinburgh open Award Centre, Wallasey September 2006 - February 2012
Cheesman & Co June 2005 - September 2008
Skills
Consumer Law, Conveyancing, Commercial Litigation, Property Law, Civil Litigation, Legal Advice, Wills, Powers of Attorney, Insurance Law, Long-term Care, General Insurance, Contract Negotiation, Debt Settlement, Estate Planning, Dispute, Financial Planners, Alternative Dispute..., Dispute Resolution, Employment Law, Legal Assistance, Litigation, Long Term Care Insurance, Personal Injury, Courts, Family Law
Education
Collage of Law, Chester 2003 — 2004
LPC, Law
Aberystwyth University 2000 — 2003
LLB, LAW
Mosslands
ACSIA Partners June 2014 - Present
LTC Financial Partners September 2012 - Present
Kirwans Solicitors December 2008 - March 2012
Duke of Edinburgh open Award Centre, Wallasey September 2006 - February 2012
Cheesman & Co June 2005 - September 2008
Skills
Consumer Law, Conveyancing, Commercial Litigation, Property Law, Civil Litigation, Legal Advice, Wills, Powers of Attorney, Insurance Law, Long-term Care, General Insurance, Contract Negotiation, Debt Settlement, Estate Planning, Dispute, Financial Planners, Alternative Dispute..., Dispute Resolution, Employment Law, Legal Assistance, Litigation, Long Term Care Insurance, Personal Injury, Courts, Family Law
Education
Collage of Law, Chester 2003 — 2004
LPC, Law
Aberystwyth University 2000 — 2003
LLB, LAW
Mosslands
Arlyne Haraburda, CLTC's ACSIA Partners Experience March 2014 - Present
Job Long Term Care Specialist | Financial Liberty Advisor
Industry Insurance
Experience
ACSIA Partners March 2014 - Present
Strategic Insurance Inc October 2013 - Present
Genworth Financial October 2010 - October 2013
MassMutual Financial Group November 2009 - October 2010
New York Life July 2008 - October 2009
Heathwise Benefits Group May 2001 - July 2008
Skills
Fixed Annuities, Small Business, Long Term Care Insurance, Retirement, Public Speaking, Retirement Planning, Employee Benefits, Term Life Insurance, Life Insurance, Medicare, Long-term Care, Strategic Planning, Insurance, Leadership, Health Insurance, Financial Services, Business Planning, Wealth
Education
Pratt Institute
Bachelor of Fine Arts (BFA), School of Art and Design
ACSIA Partners March 2014 - Present
Strategic Insurance Inc October 2013 - Present
Genworth Financial October 2010 - October 2013
MassMutual Financial Group November 2009 - October 2010
New York Life July 2008 - October 2009
Heathwise Benefits Group May 2001 - July 2008
Skills
Fixed Annuities, Small Business, Long Term Care Insurance, Retirement, Public Speaking, Retirement Planning, Employee Benefits, Term Life Insurance, Life Insurance, Medicare, Long-term Care, Strategic Planning, Insurance, Leadership, Health Insurance, Financial Services, Business Planning, Wealth
Education
Pratt Institute
Bachelor of Fine Arts (BFA), School of Art and Design
David Gerrol David Gerrol's ACSIA Partners Experience November 2011 - Present
Job LongTerm Care Insurance Specialist at ACSIA Partners LLC
Industry Insurance
Experience
ACSIA Partners November 2011 - Present
LTC Global Marketing Inc. / ACSIA Long Term Care 2010 - 2015
LTC Financial Partners July 2010 - November 2011
Skills
Long-term Care, Long Term Care Insurance, Retirement, Fixed Annuities, Public Speaking, Universal Life, Life Insurance, Underwriting, Financial Advisory, Whole Life, Critical Illness, Medicare, Golf, Spanish, Financial Planners, Insurance Brokerage, Long Term Care, Annuities, Retirement Planning, Asset Protection, Sales
Education
University of Massachusetts, Amherst 1963 — 1967
BA, English Lit
ACSIA Partners November 2011 - Present
LTC Global Marketing Inc. / ACSIA Long Term Care 2010 - 2015
LTC Financial Partners July 2010 - November 2011
Skills
Long-term Care, Long Term Care Insurance, Retirement, Fixed Annuities, Public Speaking, Universal Life, Life Insurance, Underwriting, Financial Advisory, Whole Life, Critical Illness, Medicare, Golf, Spanish, Financial Planners, Insurance Brokerage, Long Term Care, Annuities, Retirement Planning, Asset Protection, Sales
Education
University of Massachusetts, Amherst 1963 — 1967
BA, English Lit
Kirk Jensen Kirk Jensen's ACSIA Partners Experience January 2010 - Present
Job Long Term Care Planning Specialist
Industry Insurance
Experience
ACSIA Partners January 2010 - Present
LTC Financial Partners 2010 - Present
FT Press 2008 - 2010
New York Academy of Sciences 2006 - 2008
Cambridge University Press 2003 - 2005
Oxford University Press 1991 - 2003
W. H. Freeman 1989 - 1991
American Society for Microbiology 1986 - 1989
Skills
Insurance, Long-term Care, Fixed Annuities, Health Insurance, Disability Insurance, Retirement, Marketing Strategy, Term Life Insurance, Long Term Care Insurance, Healthcare, Retirement Planning, Estate Planning, Small Business, Publishing, Strategic Planning
Education
University of Minnesota-Twin Cities
BA
ACSIA Partners January 2010 - Present
LTC Financial Partners 2010 - Present
FT Press 2008 - 2010
New York Academy of Sciences 2006 - 2008
Cambridge University Press 2003 - 2005
Oxford University Press 1991 - 2003
W. H. Freeman 1989 - 1991
American Society for Microbiology 1986 - 1989
Skills
Insurance, Long-term Care, Fixed Annuities, Health Insurance, Disability Insurance, Retirement, Marketing Strategy, Term Life Insurance, Long Term Care Insurance, Healthcare, Retirement Planning, Estate Planning, Small Business, Publishing, Strategic Planning
Education
University of Minnesota-Twin Cities
BA
Phyllis Solgere Phyllis Solgere's ACSIA Partners Experience August 2014 - Present
Job Licensed Insurance Agent at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners August 2014 - Present
LTC Financial Partners January 2009 - August 2014
Christ Lutheran Church Preschool August 2007 - October 2008
ConAgra Foods December 1986 - November 2002
Hunt-Wesson Foods October 1979 - December 1986
Hunt-Wesson Foods August 1977 - October 1979
Skills
Long Term Care Insurance, Insurance, Long Term Care, Retirement Planning, Seminars, Public Speaking, Employee Benefits, Consulting, Key Account Management, Food Industry, Office Administration, Long-term Care, Sales, Term Life Insurance, Life Insurance, Universal Life, Management, Critical Illness, Medicare, Whole Life, Retirement, Brokers, Health Insurance, Financial Planners, Strategic Financial..., Estate Planning, Marketing, Wealth, Small Business, Financial Advisory
Education
California State University - Northridge 1970 — 1975
B.S., Therapeutic Recreation/Recreational Therapy
Los Angeles City College 1968 — 1970
Associate of Arts (AA), General Studies
ACSIA Partners August 2014 - Present
LTC Financial Partners January 2009 - August 2014
Christ Lutheran Church Preschool August 2007 - October 2008
ConAgra Foods December 1986 - November 2002
Hunt-Wesson Foods October 1979 - December 1986
Hunt-Wesson Foods August 1977 - October 1979
Skills
Long Term Care Insurance, Insurance, Long Term Care, Retirement Planning, Seminars, Public Speaking, Employee Benefits, Consulting, Key Account Management, Food Industry, Office Administration, Long-term Care, Sales, Term Life Insurance, Life Insurance, Universal Life, Management, Critical Illness, Medicare, Whole Life, Retirement, Brokers, Health Insurance, Financial Planners, Strategic Financial..., Estate Planning, Marketing, Wealth, Small Business, Financial Advisory
Education
California State University - Northridge 1970 — 1975
B.S., Therapeutic Recreation/Recreational Therapy
Los Angeles City College 1968 — 1970
Associate of Arts (AA), General Studies
Janine Tate, CLTC Janine Tate, CLTC's ACSIA Partners Experience August 2008 - Present
Job Long Term Care Plan Insurance Specialist at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners August 2008 - Present
YMCA of Greater Kansas City 2008 - 2009
Therapy Concepts 2006 - 2008
Catholic Charities of Kansas City - St. Joseph, Inc 2003 - 2006
Skills
Insurance, Long-term Care, Small Business, Long Term Care Insurance, Retirement Planning, Health Insurance, Fixed Annuities, Management, Healthcare, Marketing, Medicare, Disability Insurance, Employee Benefits, Life Insurance, Retirement
Education
Iowa State University 1994 — 1997
B.A., Journalism with emphasis in Communications and Advertising
ACSIA Partners August 2008 - Present
YMCA of Greater Kansas City 2008 - 2009
Therapy Concepts 2006 - 2008
Catholic Charities of Kansas City - St. Joseph, Inc 2003 - 2006
Skills
Insurance, Long-term Care, Small Business, Long Term Care Insurance, Retirement Planning, Health Insurance, Fixed Annuities, Management, Healthcare, Marketing, Medicare, Disability Insurance, Employee Benefits, Life Insurance, Retirement
Education
Iowa State University 1994 — 1997
B.A., Journalism with emphasis in Communications and Advertising
Belen Hickman Belen Hickman's ACSIA Partners Experience July 2014 - Present
Job Insurance Agent Specializing in Long Term Care
Industry Insurance
Experience
ACSIA Partners July 2014 - Present
LTC Financial Partners January 2009 - July 2014
Skills
Long Term Care, Insurance, Long-term Care, Disability Insurance, Selling, Fixed Annuities, Long Term Care Insurance, Health Insurance, Training, Small Business, Retirement, Team Building, Life Insurance, Retirement Planning, Strategic Planning, Term Life Insurance, Critical Illness, Employee Benefits, Medicare, Brokers, Leadership, Sales
Education
Mercer University 1967 — 1971
BA
University of Northern Colorado, MA
ACSIA Partners July 2014 - Present
LTC Financial Partners January 2009 - July 2014
Skills
Long Term Care, Insurance, Long-term Care, Disability Insurance, Selling, Fixed Annuities, Long Term Care Insurance, Health Insurance, Training, Small Business, Retirement, Team Building, Life Insurance, Retirement Planning, Strategic Planning, Term Life Insurance, Critical Illness, Employee Benefits, Medicare, Brokers, Leadership, Sales
Education
Mercer University 1967 — 1971
BA
University of Northern Colorado, MA
Robert Mori CPA Robert Mori CPA's ACSIA Partners Experience April 2014 - March 2015
Job President, Benefits NW Inc
Industry Financial Services
Experience
Benefits NW Inc March 1997 - Present
Financial Advisors NW Inc March 2012 - Present
Snohomish County GOP December 2012 - Present
ACSIA Partners April 2014 - March 2015
American Baptist Churches USA May 1993 - March 2014
Sacramento Asian American Ministries October 1990 - September 1995
Skills
Health Insurance, Insurance, Employee Benefits, Marketing, Outlook, Life Insurance, Customer Service, Underwriting, Disability Insurance, Small Business, Medicare, Term Life Insurance
Education
North Park University 1987 — 1990
Master of Divinity, Urban Ministry
University of Washington, Michael G. Foster School of Business 1979 — 1981
BA, Business, Accounting
Evergreen High School 1970 — 1973
Diploma
Benefits NW Inc March 1997 - Present
Financial Advisors NW Inc March 2012 - Present
Snohomish County GOP December 2012 - Present
ACSIA Partners April 2014 - March 2015
American Baptist Churches USA May 1993 - March 2014
Sacramento Asian American Ministries October 1990 - September 1995
Skills
Health Insurance, Insurance, Employee Benefits, Marketing, Outlook, Life Insurance, Customer Service, Underwriting, Disability Insurance, Small Business, Medicare, Term Life Insurance
Education
North Park University 1987 — 1990
Master of Divinity, Urban Ministry
University of Washington, Michael G. Foster School of Business 1979 — 1981
BA, Business, Accounting
Evergreen High School 1970 — 1973
Diploma
Michael A. Machado, LUTCF, CLTC's ACSIA Partners Experience June 2010 - Present
Job Experienced Agency Manager/Recruiting Director
Industry Financial Services
Experience
ACSIA Partners June 2010 - Present
Machado & Associates January 2009 - Present
BANKERS CONSECO LIFE INSURANCE COMPANY July 2007 - January 2009
Prudential Financial Services November 2005 - July 2007
NEW YORK LIFE INSURANCE CORPORATION March 2003 - November 2005
Tri-State Financial/Provident Mutual January 2001 - November 2002
PRUDENTIAL INDIVIDUAL FINANCIAL SERVICES June 2000 - January 2001
COMBINED LIFE INSURANCE CO January 1999 - June 2000
Skills
Recruitment/Retention, Marketing Strategy, Long Term Care, Employee Benefits, Compliance, Insurance, New Business Development, Retirement Planning, Disability Insurance, Annuities, Fixed Annuities, Life Insurance, Recruiting, Long Term Care Insurance, Health Insurance, Retirement, Series 63, Series 6, Sales, Leadership, Employee Training, Term Life Insurance, Management, Small Business, Training, Sales Management, Finance, Financial Planners, Medicare, Estate Planning, Long-term Care, Brokers, Business Development, Financial Advisory, Financial Planning, Financial Services, 401k, Underwriting, Investments, Marketing, Mutual Funds, Strategic Planning, Team Building, Public Speaking, Whole Life, Coaching, Sales Presentations
Education
Columbia University in the City of New York 1977 — 1980
MEd., Higher Education Administration
University of Connecticut 1974 — 1976
MA, Personnel Administration/Counseling Psychology
College of the Holy Cross 1970 — 1974
AB, Psychology & History, Education Minor
ACSIA Partners June 2010 - Present
Machado & Associates January 2009 - Present
BANKERS CONSECO LIFE INSURANCE COMPANY July 2007 - January 2009
Prudential Financial Services November 2005 - July 2007
NEW YORK LIFE INSURANCE CORPORATION March 2003 - November 2005
Tri-State Financial/Provident Mutual January 2001 - November 2002
PRUDENTIAL INDIVIDUAL FINANCIAL SERVICES June 2000 - January 2001
COMBINED LIFE INSURANCE CO January 1999 - June 2000
Skills
Recruitment/Retention, Marketing Strategy, Long Term Care, Employee Benefits, Compliance, Insurance, New Business Development, Retirement Planning, Disability Insurance, Annuities, Fixed Annuities, Life Insurance, Recruiting, Long Term Care Insurance, Health Insurance, Retirement, Series 63, Series 6, Sales, Leadership, Employee Training, Term Life Insurance, Management, Small Business, Training, Sales Management, Finance, Financial Planners, Medicare, Estate Planning, Long-term Care, Brokers, Business Development, Financial Advisory, Financial Planning, Financial Services, 401k, Underwriting, Investments, Marketing, Mutual Funds, Strategic Planning, Team Building, Public Speaking, Whole Life, Coaching, Sales Presentations
Education
Columbia University in the City of New York 1977 — 1980
MEd., Higher Education Administration
University of Connecticut 1974 — 1976
MA, Personnel Administration/Counseling Psychology
College of the Holy Cross 1970 — 1974
AB, Psychology & History, Education Minor
M. Kathie Dalrymple, CLTC M. Kathie Dalrymple, CLTC's ACSIA Partners Experience October 2010 - Present
Job Long Term Health Care Specialist at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners October 2010 - Present
Genworth Financial December 2004 - January 2011
jkd & associates, inc. September 1974 - December 2003
Skills
Long Term Care, Long Term Care Insurance, Term Life Insurance, Fixed Annuities, Life Insurance, Medicare, Universal Life, Insurance, Health Insurance, Whole Life, Critical Illness, Medicare Supplements, Long-term Care, Small Business, Financial Advisory, Financial Planners, IRAs, Indexed Annuities, Brokers, Underwriting, Strategic Financial..., Wealth, Insurance Brokerage, Medicare Part D, Medicare Prescription..., Long-term Customer..., Customer Oriented, Asset Protection, Customer Service, Friendly Personality, Customer Experience, Customer Insight, Customer Support, Customer Satisfaction, Health Savings Accounts
Education
University of California, Fresno-University of California, Cal Poly 1967 — 1971
Bachelor of Science (BS), Art and Interior Design
California State University, Fresno 1967 — 1969
Art and Interior Design
ACSIA Partners October 2010 - Present
Genworth Financial December 2004 - January 2011
jkd & associates, inc. September 1974 - December 2003
Skills
Long Term Care, Long Term Care Insurance, Term Life Insurance, Fixed Annuities, Life Insurance, Medicare, Universal Life, Insurance, Health Insurance, Whole Life, Critical Illness, Medicare Supplements, Long-term Care, Small Business, Financial Advisory, Financial Planners, IRAs, Indexed Annuities, Brokers, Underwriting, Strategic Financial..., Wealth, Insurance Brokerage, Medicare Part D, Medicare Prescription..., Long-term Customer..., Customer Oriented, Asset Protection, Customer Service, Friendly Personality, Customer Experience, Customer Insight, Customer Support, Customer Satisfaction, Health Savings Accounts
Education
University of California, Fresno-University of California, Cal Poly 1967 — 1971
Bachelor of Science (BS), Art and Interior Design
California State University, Fresno 1967 — 1969
Art and Interior Design
Jay Aronowitz Jay Aronowitz's ACSIA Partners Experience November 2012 - Present
Job Associate at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners November 2012 - Present
MetLife May 2006 - October 2012
Jay Aronowitz Trading 1994 - 2005
Weiss, Whitten, Carroll, Stagliano 1992 - 1993
Lintas Marketing Communications 1989 - 1992
Paramount Pictures 1987 - 1989
Paramount Pictures 1985 - 1987
Arthur Andersen & Co. 1982 - 1985
Skills
Long Term Care Insurance, Retirement Planning, Estate Planning, Life Insurance, Fixed Annuities, Options Strategies, Accounting, Health Insurance, Employee Benefits, Forecasting, Insurance, Budgets, Disability Insurance, Retirement, Strategic Financial..., Investments
Education
University of Pennsylvania - The Wharton School 1978 — 1982
BSE
ACSIA Partners November 2012 - Present
MetLife May 2006 - October 2012
Jay Aronowitz Trading 1994 - 2005
Weiss, Whitten, Carroll, Stagliano 1992 - 1993
Lintas Marketing Communications 1989 - 1992
Paramount Pictures 1987 - 1989
Paramount Pictures 1985 - 1987
Arthur Andersen & Co. 1982 - 1985
Skills
Long Term Care Insurance, Retirement Planning, Estate Planning, Life Insurance, Fixed Annuities, Options Strategies, Accounting, Health Insurance, Employee Benefits, Forecasting, Insurance, Budgets, Disability Insurance, Retirement, Strategic Financial..., Investments
Education
University of Pennsylvania - The Wharton School 1978 — 1982
BSE
Marty Terry Marty Terry's ACSIA Partners Experience March 2012 - Present
Job Financial Advisor & Long Term Care Specialist
Industry Insurance
Experience
ACSIA Partners March 2012 - Present
CFD Investments March 2011 - Present
Wells Fargo Advisors October 2007 - April 2011
J.P. Morgan March 1986 - September 2007
Skills
Simplifying the Complex, Caring to enought to..., Insurance, Retirement, Retirement Planning
Education
Wayne State University 1981 — 1986
Master of Business Administration (M.B.A.), Finance, General
Central Michigan University 1975 — 1981
Bachelor of Science (B.S.), Finance, General
ACSIA Partners March 2012 - Present
CFD Investments March 2011 - Present
Wells Fargo Advisors October 2007 - April 2011
J.P. Morgan March 1986 - September 2007
Skills
Simplifying the Complex, Caring to enought to..., Insurance, Retirement, Retirement Planning
Education
Wayne State University 1981 — 1986
Master of Business Administration (M.B.A.), Finance, General
Central Michigan University 1975 — 1981
Bachelor of Science (B.S.), Finance, General
Shawn Walker Davis Shawn Walker Davis's ACSIA Partners Experience July 2014 - Present
Job Regional Sales Director, Midwest Region, ACSIA Partners
Industry Insurance
Experience
ACSIA Partners July 2014 - Present
LTC Financial Partners 2006 - 2014
LTC Financial Partners 2006 - 2013
Skills
Long-term Care, Team Building, Insurance, Interviews, Webinars, Underwriting, Critical Illness, Health Insurance, Training, Fixed Annuities, Disability Insurance, Sales Management, Long Term Care Insurance, Coaching, Time Management, Sales, Leadership, Brokers, Employee Benefits, Universal Life, Small Business, Financial Planners, Medicare, Retirement Planning, Retirement, Life Insurance, Term Life Insurance, 401k, Whole Life, Selling, Accident
Education
Texas Tech University
Speech Communication
Texas Tech University
Communication
ACSIA Partners July 2014 - Present
LTC Financial Partners 2006 - 2014
LTC Financial Partners 2006 - 2013
Skills
Long-term Care, Team Building, Insurance, Interviews, Webinars, Underwriting, Critical Illness, Health Insurance, Training, Fixed Annuities, Disability Insurance, Sales Management, Long Term Care Insurance, Coaching, Time Management, Sales, Leadership, Brokers, Employee Benefits, Universal Life, Small Business, Financial Planners, Medicare, Retirement Planning, Retirement, Life Insurance, Term Life Insurance, 401k, Whole Life, Selling, Accident
Education
Texas Tech University
Speech Communication
Texas Tech University
Communication
LARRY S GOLFIN LARRY S GOLFIN's ACSIA Partners Experience July 2003 - Present
Job
Industry Insurance
Experience
ACSIA Partners July 2003 - Present
LTC Financial Partners July 2003 - Present
General Electric January 1995 - July 2003
Amex Life November 1992 - January 1995
Skills
Long-term Care, Insurance, Fixed Annuities, Retirement Planning, Long Term Care Insurance, Claims Handling, Sales, Financial Planners, Disability Insurance, Healthcare, Health Insurance, Investments, Retirement, Employee Benefits, Term Life Insurance, Team Building, Life Insurance, Underwriting, Brokers, Critical Illness, Medicare, Whole Life, Leadership, Universal Life, Financial Advisory, IRAs, Estate Planning, Accident, 401k, Health Savings Accounts, Small Business, Umbrella Insurance
Education
Polytechnic University 1967 — 1972
BSEE, MSTP, Electrical Engineering, Transportation Planning
ACSIA Partners July 2003 - Present
LTC Financial Partners July 2003 - Present
General Electric January 1995 - July 2003
Amex Life November 1992 - January 1995
Skills
Long-term Care, Insurance, Fixed Annuities, Retirement Planning, Long Term Care Insurance, Claims Handling, Sales, Financial Planners, Disability Insurance, Healthcare, Health Insurance, Investments, Retirement, Employee Benefits, Term Life Insurance, Team Building, Life Insurance, Underwriting, Brokers, Critical Illness, Medicare, Whole Life, Leadership, Universal Life, Financial Advisory, IRAs, Estate Planning, Accident, 401k, Health Savings Accounts, Small Business, Umbrella Insurance
Education
Polytechnic University 1967 — 1972
BSEE, MSTP, Electrical Engineering, Transportation Planning
Bill Corr Bill Corr's ACSIA Partners Experience December 2010 - May 2015
Job Long Term Care Solutions Specialist
Industry Insurance
Experience
Corr Long Term Care Solutions June 2015 - Present
ACSIA Partners December 2010 - May 2015
Family Legacy Advisors, LLC January 1997 - January 2009
Connecticut General/CIGNA/Sagemark Consulting February 1977 - July 2003
Skills
Long Term Care Insurance, Long Term Care..., Hybrid Long Term Care..., Insurance, Life Insurance, Underwriting, Medicare, Critical Illness, Employee Benefits, Small Business, Insurance Planning
Education
Saint Bonaventure University 1959 — 1963
BA, History
The American College
CLU, ChFC
Corr Long Term Care Solutions June 2015 - Present
ACSIA Partners December 2010 - May 2015
Family Legacy Advisors, LLC January 1997 - January 2009
Connecticut General/CIGNA/Sagemark Consulting February 1977 - July 2003
Skills
Long Term Care Insurance, Long Term Care..., Hybrid Long Term Care..., Insurance, Life Insurance, Underwriting, Medicare, Critical Illness, Employee Benefits, Small Business, Insurance Planning
Education
Saint Bonaventure University 1959 — 1963
BA, History
The American College
CLU, ChFC
Kim Apt Beckham's ACSIA Partners Experience 2007 - Present
Job Long Term Care Solutions Specialist
Industry Insurance
Experience
ACSIA Partners 2007 - Present
Genworth Financial August 1999 - March 2007
American Cancer Society September 2006 - December 2006
Skills
Long Term Care Insurance, Long-term Care, Educational Seminars, Critical Illness, Retirement, Retirement Planning, Fixed Annuities, Term Life Insurance, Whole Life, Employee Benefits, Insurance, Life Insurance, Medicare
Education
Kansas State University 1980 — 1986
M.S., Special Education: GIfted & Talented
Marymount College of Kansas 1973 — 1978
Bachelor of Arts, Elementary Education
Salina Central High School 1970 — 1974
ACSIA Partners 2007 - Present
Genworth Financial August 1999 - March 2007
American Cancer Society September 2006 - December 2006
Skills
Long Term Care Insurance, Long-term Care, Educational Seminars, Critical Illness, Retirement, Retirement Planning, Fixed Annuities, Term Life Insurance, Whole Life, Employee Benefits, Insurance, Life Insurance, Medicare
Education
Kansas State University 1980 — 1986
M.S., Special Education: GIfted & Talented
Marymount College of Kansas 1973 — 1978
Bachelor of Arts, Elementary Education
Salina Central High School 1970 — 1974
Laura Mallwitz's ACSIA Partners Experience December 2011 - Present
Job National Accounts Regional Sales Director/Partner
Industry Insurance
Experience
ACSIA Partners December 2011 - Present
LTC Financial Partners March 2010 - December 2011
The Healthcare Solutions Team June 2009 - March 2010
The Mobile Solution Corporation April 2008 - June 2009
The Mobile Solution Corporation October 2004 - March 2008
Skills
Sales, Training, Recruiting, Sales Management, Insurance, Long Term Care Insurance, Public Speaking, Landslide, Employee Benefits, Team Building, Marketing, Management, Long-term Care, Account Management, Healthcare, Leadership
Education
Concordia University-Wisconsin 2000 — 2004
Marketing and General Business
ACSIA Partners December 2011 - Present
LTC Financial Partners March 2010 - December 2011
The Healthcare Solutions Team June 2009 - March 2010
The Mobile Solution Corporation April 2008 - June 2009
The Mobile Solution Corporation October 2004 - March 2008
Skills
Sales, Training, Recruiting, Sales Management, Insurance, Long Term Care Insurance, Public Speaking, Landslide, Employee Benefits, Team Building, Marketing, Management, Long-term Care, Account Management, Healthcare, Leadership
Education
Concordia University-Wisconsin 2000 — 2004
Marketing and General Business
Dima Lakhter's ACSIA Partners Experience October 2006 - Present
Job Software Development Engineer at ACSIA Partners
Industry Computer Software
Experience
ACSIA Partners October 2006 - Present
ACSIA Partners October 2006 - Present
DML Computer Services September 2004 - January 2008
Skills
SharePoint, C#, JavaScript, Powershell, Web Services, AJAX, Visual Studio, ASP.NET, IIS, Windows Server, Microsoft Exchange, Microsoft SQL Server, Mitel, SIP, VoIP, Asterisk, Network Infrastructure, Telecommunications, Databases, Integration, C++, Java, VB, T-SQL, ADO.NET, LINQ, XML, HTML, WinForms, jQuery, ASP.NET MVC, Ext JS, VSTO, TFS, Ext.Net, Entity Framework, SSRS, SVN, Hyper-V, Data Protection Manager, Cisco IOS, pfSense, QoS, .NET, Agile Methodologies, Network Administration
Education
University of Washington 2006 — 2008
BS, Computing & Software Systems
North Seattle Community College 2004 — 2006
AS
ACSIA Partners October 2006 - Present
ACSIA Partners October 2006 - Present
DML Computer Services September 2004 - January 2008
Skills
SharePoint, C#, JavaScript, Powershell, Web Services, AJAX, Visual Studio, ASP.NET, IIS, Windows Server, Microsoft Exchange, Microsoft SQL Server, Mitel, SIP, VoIP, Asterisk, Network Infrastructure, Telecommunications, Databases, Integration, C++, Java, VB, T-SQL, ADO.NET, LINQ, XML, HTML, WinForms, jQuery, ASP.NET MVC, Ext JS, VSTO, TFS, Ext.Net, Entity Framework, SSRS, SVN, Hyper-V, Data Protection Manager, Cisco IOS, pfSense, QoS, .NET, Agile Methodologies, Network Administration
Education
University of Washington 2006 — 2008
BS, Computing & Software Systems
North Seattle Community College 2004 — 2006
AS
Millie Frambach's ACSIA Partners Experience 2012 - February 2015
Job Consumer Specialist at LTC Consumer
Industry Insurance
Experience
LTC Consumer May 2015 - Present
ACSIA Partners 2012 - February 2015
Genworth Financial 2007 - 2012
Skills
Long-term Care, Insurance, Sales, Small Business, Public Speaking, Leadership, Term Life Insurance, Health Insurance, Life Insurance, Whole Life, Underwriting, Retirement Planning, Long Term Care Insurance, Medicare, Strategic Planning, Critical Illness, Healthcare, General Insurance
Education
Marquette University 1972 — 1976
Bachelor of Arts (B.A.), Mass Communication/Media Studies, Politcal Science
LTC Consumer May 2015 - Present
ACSIA Partners 2012 - February 2015
Genworth Financial 2007 - 2012
Skills
Long-term Care, Insurance, Sales, Small Business, Public Speaking, Leadership, Term Life Insurance, Health Insurance, Life Insurance, Whole Life, Underwriting, Retirement Planning, Long Term Care Insurance, Medicare, Strategic Planning, Critical Illness, Healthcare, General Insurance
Education
Marquette University 1972 — 1976
Bachelor of Arts (B.A.), Mass Communication/Media Studies, Politcal Science
Chrys Doyle's ACSIA Partners Experience June 2014 - Present
Job Long Term Care Insurance Specialist
Industry Insurance
Experience
ACSIA Partners June 2014 - Present
Dearborn Financial Services 2007 - Present
LTC FINANCIAL PARTNERS January 2009 - June 2014
Kaplan Test Prep and Admissions 2008 - 2009
Citibank Univerciti Training 2002 - 2007
Citibank 2002 - 2007
Cal Fed Investments 1998 - 2002
GlenFed Brokerage Services 1996 - 1998
Bay View Capital Corporation 1989 - 1994
Skills
Series 7, Long Term Care Insurance, Investments, Securities, Insurance, Long-term Care, Portfolio Management, Training, Public Speaking, Sales, Instructional Design, Retirement Planning, Life Insurance, Retirement, Financial Services, Financial Planning, Mutual Funds, Fixed Annuities, Leadership
Education
Creighton University
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Spanish and Portuguese
ACSIA Partners June 2014 - Present
Dearborn Financial Services 2007 - Present
LTC FINANCIAL PARTNERS January 2009 - June 2014
Kaplan Test Prep and Admissions 2008 - 2009
Citibank Univerciti Training 2002 - 2007
Citibank 2002 - 2007
Cal Fed Investments 1998 - 2002
GlenFed Brokerage Services 1996 - 1998
Bay View Capital Corporation 1989 - 1994
Skills
Series 7, Long Term Care Insurance, Investments, Securities, Insurance, Long-term Care, Portfolio Management, Training, Public Speaking, Sales, Instructional Design, Retirement Planning, Life Insurance, Retirement, Financial Services, Financial Planning, Mutual Funds, Fixed Annuities, Leadership
Education
Creighton University
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Spanish and Portuguese
Jerry Levy's ACSIA Partners Experience 2006 - Present
Job ACSIA Partners
Industry Insurance
Experience
ACSIA Partners 2006 - Present
LTC Financial Partners 2006 - December 2014
Veolia Environmental Services North America Corp. May 1988 - October 2006
Skills
Long Term Care Insurance, Strategic Partnerships, New Business Development, Long-term Care, Insurance, Employee Benefits, Sales, Retirement, Small Business, Life Insurance, Brokers, Selling, Disability Insurance, Term Life Insurance, Financial Planners, Retirement Planning, Fixed Annuities, Critical Illness, Insurance Brokerage, Licensed Life & Health...
Education
Texas A&M University 1969 — 1973
Bachelor of Arts, Economics
ACSIA Partners 2006 - Present
LTC Financial Partners 2006 - December 2014
Veolia Environmental Services North America Corp. May 1988 - October 2006
Skills
Long Term Care Insurance, Strategic Partnerships, New Business Development, Long-term Care, Insurance, Employee Benefits, Sales, Retirement, Small Business, Life Insurance, Brokers, Selling, Disability Insurance, Term Life Insurance, Financial Planners, Retirement Planning, Fixed Annuities, Critical Illness, Insurance Brokerage, Licensed Life & Health...
Education
Texas A&M University 1969 — 1973
Bachelor of Arts, Economics
Janet Kircher's ACSIA Partners Experience 2007 - 2015
Job Director of Agency Operations at LTC Global, Inc.
Industry Insurance
Experience
LTC Global, Inc. February 2012 - Present
ACSIA Partners 2007 - 2015
ACSIA Partners 2007 - 2015
LTC Global April 2007 - January 2012
Fireman's Fund Insurance Company April 2005 - April 2007
Skills
Health Insurance, Insurance, Strategic Planning, Term Life Insurance, Medicare, Whole Life, Long-term Care, Long Term Care Insurance, Brokers, Life Insurance, Strategic Financial..., Training, Management, Disability Insurance, Small Business, Fixed Annuities, Medicare Part D, Financial Planners, Retirement Planning, IRAs, 401k, Employee Benefits, Critical Illness, Retirement, Universal Life, Financial Planning, Finance
Education
Dominican University of California 1997 — 1999
Master of Business Administration (MBA), Strategic Leadership
LTC Global, Inc. February 2012 - Present
ACSIA Partners 2007 - 2015
ACSIA Partners 2007 - 2015
LTC Global April 2007 - January 2012
Fireman's Fund Insurance Company April 2005 - April 2007
Skills
Health Insurance, Insurance, Strategic Planning, Term Life Insurance, Medicare, Whole Life, Long-term Care, Long Term Care Insurance, Brokers, Life Insurance, Strategic Financial..., Training, Management, Disability Insurance, Small Business, Fixed Annuities, Medicare Part D, Financial Planners, Retirement Planning, IRAs, 401k, Employee Benefits, Critical Illness, Retirement, Universal Life, Financial Planning, Finance
Education
Dominican University of California 1997 — 1999
Master of Business Administration (MBA), Strategic Leadership
Sam Desiderio's ACSIA Partners Experience June 2014 - Present
Job Long Term Care Insurance Specialist
Industry Insurance
Experience
Acsia Partners June 2014 - Present
LTC Financial Partners May 2008 - April 2014
Desiderio Enterprises April 1981 - May 2008
Skills
Long Term Care Insurance, Health Insurance, Disability Insurance, Long-term Care, Medicare, Retirement Planning, Critical Illness, 401k, Estate Planning, Financial Planners, Whole Life, Strategic Partnerships, Commercial Insurance, Small Business, IRAs, Employee Benefits, Sales Management, Financial Planning
Education
University of Detroit Mercy 1963 — 1968
AB, English Literature
Acsia Partners June 2014 - Present
LTC Financial Partners May 2008 - April 2014
Desiderio Enterprises April 1981 - May 2008
Skills
Long Term Care Insurance, Health Insurance, Disability Insurance, Long-term Care, Medicare, Retirement Planning, Critical Illness, 401k, Estate Planning, Financial Planners, Whole Life, Strategic Partnerships, Commercial Insurance, Small Business, IRAs, Employee Benefits, Sales Management, Financial Planning
Education
University of Detroit Mercy 1963 — 1968
AB, English Literature
Pattianne Baran's ACSIA Partners Experience March 2014 - Present
Job Master Long Term Care Specialist at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners March 2014 - Present
Long Term Care Financial Partners January 2004 - Present
LTC Financial Partners 2003 - Present
Skills
Long-term Care, Long Term Care Insurance, Healthcare, Term Life Insurance, Employee Benefits, Fixed Annuities, Insurance, Health Insurance, Disability Insurance, Sales Management, Life Insurance, Customer Service, Medicare, Small Business, Training, Critical Illness, Sales, Whole Life, Universal Life, Brokers, Retirement, Financial Planners, Retirement Planning, IRAs, Health Savings Accounts, Indexed Annuities, Estate Planning, Underwriting, 401k, Accident, Variable Annuities, Wealth, Series 6, Financial Advisory
Education
Cleveland Institute of Art
Bachelor of Fine Arts (BFA), Industrial Design and Graphic Design
CLTC
CLTC
ACSIA Partners March 2014 - Present
Long Term Care Financial Partners January 2004 - Present
LTC Financial Partners 2003 - Present
Skills
Long-term Care, Long Term Care Insurance, Healthcare, Term Life Insurance, Employee Benefits, Fixed Annuities, Insurance, Health Insurance, Disability Insurance, Sales Management, Life Insurance, Customer Service, Medicare, Small Business, Training, Critical Illness, Sales, Whole Life, Universal Life, Brokers, Retirement, Financial Planners, Retirement Planning, IRAs, Health Savings Accounts, Indexed Annuities, Estate Planning, Underwriting, 401k, Accident, Variable Annuities, Wealth, Series 6, Financial Advisory
Education
Cleveland Institute of Art
Bachelor of Fine Arts (BFA), Industrial Design and Graphic Design
CLTC
CLTC
Rhonda Guilin MS, PT, CLTC's ACSIA Partners Experience January 2015 - Present
Job Sr. LTC Consultant at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners January 2015 - Present
LTC Financial Partners June 2004 - Present
ACSIA Partners June 2004 - December 2014
LTC Financial Partners June 2004 - July 2014
LTC Financial Partners September 2001 - July 2014
ABA 2007 - 2008
Genworth Financial September 2001 - June 2004
Home Health June 1983 - September 2001
Skills
Long Term Care, Long Term Care Planning, Retirement Protection, Long-term Care, Retirement, Long Term Care Insurance, Disability Insurance, Employee Benefits, Healthcare, Leadership, Life Insurance, Health Insurance, Sales Management, Training, Critical Illness, Retirement Planning, Financial Advisory, Brokers, Financial Planners, Sales, Team Building
Education
University of Southern California 1980 — 1983
MS,PT, Physical Therapy
University of California, Los Angeles 1977 — 1979
BS, Kinesiology, Magna Cum Laude
ACSIA Partners January 2015 - Present
LTC Financial Partners June 2004 - Present
ACSIA Partners June 2004 - December 2014
LTC Financial Partners June 2004 - July 2014
LTC Financial Partners September 2001 - July 2014
ABA 2007 - 2008
Genworth Financial September 2001 - June 2004
Home Health June 1983 - September 2001
Skills
Long Term Care, Long Term Care Planning, Retirement Protection, Long-term Care, Retirement, Long Term Care Insurance, Disability Insurance, Employee Benefits, Healthcare, Leadership, Life Insurance, Health Insurance, Sales Management, Training, Critical Illness, Retirement Planning, Financial Advisory, Brokers, Financial Planners, Sales, Team Building
Education
University of Southern California 1980 — 1983
MS,PT, Physical Therapy
University of California, Los Angeles 1977 — 1979
BS, Kinesiology, Magna Cum Laude
Matthew Orren's ACSIA Partners Experience February 2007 - Present
Job Commissions Specialist at LTC Financial Partners
Industry Insurance
Experience
ACSIA Partners February 2007 - Present
Aon Recreation Insurance 2005 - 2007
Skills
Insurance, Long-term Care, Employee Benefits, Long Term Care Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Brokers, Retirement, Retirement Planning, Underwriting, Medicare
Education
Central Washington University
JHS
ACSIA Partners February 2007 - Present
Aon Recreation Insurance 2005 - 2007
Skills
Insurance, Long-term Care, Employee Benefits, Long Term Care Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Brokers, Retirement, Retirement Planning, Underwriting, Medicare
Education
Central Washington University
JHS
Raymond P. Donnelly's ACSIA Partners Experience March 2007 - Present
Job LTC Specialist at Acsia Partners & Financial Representative at Lincoln Investment Planning, Inc.
Industry Financial Services
Experience
ACSIA Partners March 2007 - Present
Lincoln Investment Planning July 2010 - Present
Senior Network Solutions, Ltd. July 2002 - Present
Advisors Resource Group, Ltd. January 2001 - Present
Cradle of Aviation Museum 1999 - Present
Whitmore Financial Services, Ltd. 1996 - 2001
The Guardian Life Insurance Company of America July 1988 - April 1996
E. F. Hutton & Co. April 1986 - July 1988
Skills
Long-term Care, Estate Planning, Retirement Planning, Retirement, Insurance, Fixed Annuities, Portfolio Management, Small Business, Financial Advisory, Public Speaking, Investments, Estate Tax Planning, Financial Services, Employee Benefits, IRAs, Succession Planning, Management, Financial Planners, 401k, Personal Finance, Financial Planning, Entrepreneurship, Elder Care, Disability Insurance, Term Life Insurance, Health Insurance, Critical Illness, Long Term Care Planning, Health, Annuities, Strategic Financial..., Medicaid, Seniors, Life Insurance, Wealth, Medicare, Wealth Management, Finance, Social Security Analysis, Wealth Preservation..., Senior Health & Fitness, Caregivers Support, LTC Outreach & Education, Trends in Aging, Aging in Place, Qualified Retirement..., Risk Management, Mutual Funds, Universal Life, Whole Life
Education
The American College 1990 — 1992
Taxation, Insurance, Pensions, Estate and Financial Planning
Adelphi University 1971 — 1973
MBA Program; Finance/Business Administration
Saint Leo University 1967 — 1971
BA, Biology, Chemistry, Education
Garden City High '67 1964 — 1967
High School Diploma, College Prep.
ACSIA Partners March 2007 - Present
Lincoln Investment Planning July 2010 - Present
Senior Network Solutions, Ltd. July 2002 - Present
Advisors Resource Group, Ltd. January 2001 - Present
Cradle of Aviation Museum 1999 - Present
Whitmore Financial Services, Ltd. 1996 - 2001
The Guardian Life Insurance Company of America July 1988 - April 1996
E. F. Hutton & Co. April 1986 - July 1988
Skills
Long-term Care, Estate Planning, Retirement Planning, Retirement, Insurance, Fixed Annuities, Portfolio Management, Small Business, Financial Advisory, Public Speaking, Investments, Estate Tax Planning, Financial Services, Employee Benefits, IRAs, Succession Planning, Management, Financial Planners, 401k, Personal Finance, Financial Planning, Entrepreneurship, Elder Care, Disability Insurance, Term Life Insurance, Health Insurance, Critical Illness, Long Term Care Planning, Health, Annuities, Strategic Financial..., Medicaid, Seniors, Life Insurance, Wealth, Medicare, Wealth Management, Finance, Social Security Analysis, Wealth Preservation..., Senior Health & Fitness, Caregivers Support, LTC Outreach & Education, Trends in Aging, Aging in Place, Qualified Retirement..., Risk Management, Mutual Funds, Universal Life, Whole Life
Education
The American College 1990 — 1992
Taxation, Insurance, Pensions, Estate and Financial Planning
Adelphi University 1971 — 1973
MBA Program; Finance/Business Administration
Saint Leo University 1967 — 1971
BA, Biology, Chemistry, Education
Garden City High '67 1964 — 1967
High School Diploma, College Prep.
Ted Lindsay's ACSIA Partners Experience 2012 - Present
Job Long Term Care Planning Specialist
Industry Insurance
Experience
ACSIA Partners 2012 - Present
Genworth Financial November 2001 - December 2011
N/A January 1976 - January 1999
Skills
Long-term Care, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Healthcare, Term Life Insurance, Life Insurance, Universal Life, Insurance, Retirement, IRAs, Medicare, Health Insurance, Retirement Planning, 401k, Brokers, Whole Life, Estate Planning, Employee Benefits
Education
University of Michigan
BA, Speech-Language Pathology
University of Michigan
Bachelor of Arts, Speech Language Pathology
Western Michigan University
MA, Speech-Language Pathology
Western Michigan University
Master of Arts, Speech Language Pathology
ACSIA Partners 2012 - Present
Genworth Financial November 2001 - December 2011
N/A January 1976 - January 1999
Skills
Long-term Care, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Healthcare, Term Life Insurance, Life Insurance, Universal Life, Insurance, Retirement, IRAs, Medicare, Health Insurance, Retirement Planning, 401k, Brokers, Whole Life, Estate Planning, Employee Benefits
Education
University of Michigan
BA, Speech-Language Pathology
University of Michigan
Bachelor of Arts, Speech Language Pathology
Western Michigan University
MA, Speech-Language Pathology
Western Michigan University
Master of Arts, Speech Language Pathology
Kevin Dahlen's ACSIA Partners Experience July 2014 - Present
Job Accounting Professional
Industry Accounting
Experience
ACSIA Partners July 2014 - Present
LTC Financial Partners December 2009 - June 2014
Skills
Financial Planners, Accounts Payable, Accounting, Employee Benefits, Payroll, Accounts Receivable, Small Business, GAAP, General Ledger, Outlook, Financial Analysis, Tax Preparation, Insurance, Account Reconciliation
Education
Central Washington University 1993 — 1997
Bachelor of Science (BS), Accounting
ACSIA Partners July 2014 - Present
LTC Financial Partners December 2009 - June 2014
Skills
Financial Planners, Accounts Payable, Accounting, Employee Benefits, Payroll, Accounts Receivable, Small Business, GAAP, General Ledger, Outlook, Financial Analysis, Tax Preparation, Insurance, Account Reconciliation
Education
Central Washington University 1993 — 1997
Bachelor of Science (BS), Accounting
Edward Ward, J.D., CLU's ACSIA Partners Experience January 2014 - Present
Job Long Term Care Insurance, Medicare Planning, Retirement Income Planning
Industry Insurance
Experience
ACSIA Partners January 2014 - Present
The Chamberlin Group, Tax and Wealth Advisors January 2013 - January 2014
OShea Ward Insurance Agency March 2007 - January 2012
AllstateInsurance Agency April 2002 - July 2006
Carrollton Bank February 2002 - February 2003
Lemay Bank 1998 - 2002
Skills
Insurance, Investments, Life Insurance, Financial Planners, Retirement Planning, Long Term Care Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Retirement, 401k, Employee Benefits, Financial Services, Strategic Financial..., Mutual Funds, Term Life Insurance, Health Insurance, IRAs, Securities, Whole Life, Estate Planning, Wealth Management, Universal Life, Brokers, Medicare, Financial Planning
Education
University of Missouri-Columbia School of Law 1969 — 1976
JD, journalism, law
Lindbergh High School
ACSIA Partners January 2014 - Present
The Chamberlin Group, Tax and Wealth Advisors January 2013 - January 2014
OShea Ward Insurance Agency March 2007 - January 2012
AllstateInsurance Agency April 2002 - July 2006
Carrollton Bank February 2002 - February 2003
Lemay Bank 1998 - 2002
Skills
Insurance, Investments, Life Insurance, Financial Planners, Retirement Planning, Long Term Care Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Retirement, 401k, Employee Benefits, Financial Services, Strategic Financial..., Mutual Funds, Term Life Insurance, Health Insurance, IRAs, Securities, Whole Life, Estate Planning, Wealth Management, Universal Life, Brokers, Medicare, Financial Planning
Education
University of Missouri-Columbia School of Law 1969 — 1976
JD, journalism, law
Lindbergh High School
Leni Webber CLTC, CLU, MSW's ACSIA Partners Experience June 2014 - Present
Job Long Term Care Broker at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners June 2014 - Present
Skills
Long Term Care Insurance, Long Term Acute Care, Teaching, Fundraising, Music, Public Speaking, PowerPoint, Event Management, Event Planning, Editing, Music Production, Social Media, Leadership, Microsoft Office, Photoshop, Business Development
Education
Boston University School of Social Work
Master of Social Work (M.S.W.)
University of California, Santa Cruz
Bachelor of Science (B.S.), Psychology
Universtiy of California at Santa Cruz
Bachelor of Science (B.S.), Psychology
ACSIA Partners June 2014 - Present
Skills
Long Term Care Insurance, Long Term Acute Care, Teaching, Fundraising, Music, Public Speaking, PowerPoint, Event Management, Event Planning, Editing, Music Production, Social Media, Leadership, Microsoft Office, Photoshop, Business Development
Education
Boston University School of Social Work
Master of Social Work (M.S.W.)
University of California, Santa Cruz
Bachelor of Science (B.S.), Psychology
Universtiy of California at Santa Cruz
Bachelor of Science (B.S.), Psychology
Kay Nettles, CLTC's ACSIA Partners Experience July 2014 - Present
Job Long Term Care Solutions Specialist at ACSIA Partners
Industry Insurance
Experience
ACSIA Partners July 2014 - Present
LTC Financial Partners November 2007 - Present
Partner with Long Term Care Financial Partners November 2007 - Present
Faith Financial Planners January 2003 - November 2007
Thrivent Financial for Lutherans January 1995 - December 2002
Skills
Insurance, Long-term Care, Long Term Care Insurance, Retirement, Employee Benefits, Financial Advisory, Brokers, Training, Fixed Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Health Insurance, Critical Illness, Retirement Planning, Financial Planners, Medicare, Whole Life, Asset Management, Estate Planning, IRAs, Portfolio Management, Accident
Education
Sam Houston State University
BBA, Accounting and Psychology
ACSIA Partners July 2014 - Present
LTC Financial Partners November 2007 - Present
Partner with Long Term Care Financial Partners November 2007 - Present
Faith Financial Planners January 2003 - November 2007
Thrivent Financial for Lutherans January 1995 - December 2002
Skills
Insurance, Long-term Care, Long Term Care Insurance, Retirement, Employee Benefits, Financial Advisory, Brokers, Training, Fixed Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Health Insurance, Critical Illness, Retirement Planning, Financial Planners, Medicare, Whole Life, Asset Management, Estate Planning, IRAs, Portfolio Management, Accident
Education
Sam Houston State University
BBA, Accounting and Psychology
Camilla Westrup's ACSIA Partners Experience January 2006 - Present
Job Long Term Care Specialist at ACSIA Partners
Industry Insurance
Experience
LTCFP January 2006 - Present
ACSIA Partners January 2006 - Present
LTCFP June 1998 - Present
Skills
Disability Insurance, Life Insurance, Term Life Insurance, Insurance, Health Insurance, Whole Life, Fixed Annuities, Medicare, Retirement Planning
Education
Lamar University
Bachelors of Science, Home Ec, English
LTCFP January 2006 - Present
ACSIA Partners January 2006 - Present
LTCFP June 1998 - Present
Skills
Disability Insurance, Life Insurance, Term Life Insurance, Insurance, Health Insurance, Whole Life, Fixed Annuities, Medicare, Retirement Planning
Education
Lamar University
Bachelors of Science, Home Ec, English
M. Gabrielle Gelo's ACSIA Partners Experience 2009 - Present
Job Long Term Care Insurance Partner for Benefit Brokers and Financial Advisors: TX,NJ,etc.
Industry Insurance
Experience
ACSIA Partners 2009 - Present
Discovery School August 1996 - May 2003
Homemaker and Community Leader April 1988 - August 1996
Hunterdon Central Regional High School September 1986 - June 1988
South Hunterdon Regional High School District September 1985 - June 1986
Immaculata High School January 1983 - June 1985
Skills
Long Term Care Insurance, Long-term Care, Fixed Annuities, Asset Positioning, Medicare, Disability Insurance, Employee Benefits, Financial Planners, Universal Life, Health Insurance, Leadership, Underwriting, Critical Illness, Term Life Insurance, General Insurance, Small Business, Insurance, Retirement, Whole Life, Life Insurance, Accident, Retirement Planning, IRAs, Financial Advisory, Estate Planning, Brokers, Wealth, Series 6, Health Savings Accounts, Umbrella Insurance, Strategic Financial..., Mutual Funds
Education
Rutgers University 1978 — 1982
Bachelor of Arts (BA) from Douglass College, Biology and Education
ACSIA Partners 2009 - Present
Discovery School August 1996 - May 2003
Homemaker and Community Leader April 1988 - August 1996
Hunterdon Central Regional High School September 1986 - June 1988
South Hunterdon Regional High School District September 1985 - June 1986
Immaculata High School January 1983 - June 1985
Skills
Long Term Care Insurance, Long-term Care, Fixed Annuities, Asset Positioning, Medicare, Disability Insurance, Employee Benefits, Financial Planners, Universal Life, Health Insurance, Leadership, Underwriting, Critical Illness, Term Life Insurance, General Insurance, Small Business, Insurance, Retirement, Whole Life, Life Insurance, Accident, Retirement Planning, IRAs, Financial Advisory, Estate Planning, Brokers, Wealth, Series 6, Health Savings Accounts, Umbrella Insurance, Strategic Financial..., Mutual Funds
Education
Rutgers University 1978 — 1982
Bachelor of Arts (BA) from Douglass College, Biology and Education
David Gerrol's ACSIA Partners Experience October 2014 - Present
Job at
Industry Insurance
Experience
ACSIA Partners October 2014 - Present
LTC Financial Partners June 2010 - Present
Skills
Fixed Annuities, Life Insurance, Long Term Care Insurance, Long-term Care, Term Life Insurance, Retirement, Health Insurance, Medicare
Education
University of Massachusetts, Amherst 1963 — 1967
Bachelor's degree, English Literature (British and Commonwealth)
ACSIA Partners October 2014 - Present
LTC Financial Partners June 2010 - Present
Skills
Fixed Annuities, Life Insurance, Long Term Care Insurance, Long-term Care, Term Life Insurance, Retirement, Health Insurance, Medicare
Education
University of Massachusetts, Amherst 1963 — 1967
Bachelor's degree, English Literature (British and Commonwealth)
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO