Lori Martin, Cltc Email & Phone Number

Chicago, IL, US

Instructor for CLTC Master class and eFoundation course for Financial Planners. Facilitator for CLTC members Roundtable series.

As a BuddyIns account manager, I am focused on advancing the BuddyIns community of referral partners. As a long term care specialist, I design and implement worksite LTC benefit plans for employer groups. With over 16 years of experience, I understand the importance of educating financial advisors, agents, and consumers about the power of creating a.

Areas of Expertise:Long Term Care Specialist - offer a comprehensive portfolio of LTC insurance options for individuals, employer groups, and associations. Conduct seminars and client education events on Long Term Care Planning, Saving Healthcare Dollars in Retirement, and Medicare Trends and Benefits.Employee Benefits - design and implement small group.

LTCPG (Long-Term Care Producers Group) is a dynamic group of companies offering an array of health insurance options while specializing in long-term care insurance. It is a Managing General Agency owned and operated by the individual member producers.

New York, NY

Provide research information and education on employee benefits for business clients of information service firm.

Provide onsite meeting presentations and online webinars to employer groups implementing new long term care insurance benefits to their employees. LTC Planning Consultants represents large-group LTCi carriers and conduct onsite informational meetings across the country.

Independent Contractor for various employee benefit and 401(k) providers. Lead annual employee enrollment meetings for national accounts in the Midwest. Conduct Medicare meetings for group retirees including United Auto Workers, state employees, pharmaceutical and steel companies.

Support employee health insurance enrollment events for Cigna's national accounts. Handle group presentations, benefit fairs, and one-on-one employee consultations

Conduct group enrollment meetings and one-on-one employee meetings; administrate web-ex meetings; and support benefit fairs for Lincoln Financial Group product offerings. Products include Accident, Critical Illness, Universal Life, Disability, Life, Dental, and Vision Insurance. Present benefit solutions to employees and family members to meet individual.

Long Term Care Resources (LTCR) specializes in marketing LTC insurance through partner organizations such as professional associations, alumni groups, and small businesses. LTCR is the endorsed LTC provider for over 575 affinity organizations. I work with individuals designing personalized LTC plans to fit their needs and budget.

Managed office for independent financial planner with 100 active clients. Handled all client service issues relating to investment accounts; generating quarterly investment reports; distributions; and other service requests. Responsible for managing employee benefit plans including medical, life, and disability insurances; voluntary and retirement plans.