Lori Martin, Cltc Email and Phone Number
Lori Martin, Cltc work email
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Lori Martin, Cltc personal email
The need for guidance and advise in retirement planning has never been greater. One of the greatest risks to a successful retirement are the surprises of high healthcare expenses. As a seasoned LTCi Specialists, I provide education on LTC insurance options for individuals, business owners, and employer groups to help them make smart insurance choices. As the chair of NAHU's LTC Advisory Group, I met with the Majority Chief Council of the Senate Special Committee on Aging in Washington, DC to discuss the importance of Congress involvement in promoting LTC planning to citizens and legislative funding initiatives. Our committee continues that outreach every year during NAHU's Capitol Conference. We also provide information on both state and federal legislation affecting the LTC industry to NAHU members and the NAHU legislative council.My business partners with financial planners, CPAs, attorneys, and other advisors giving guidance to their clients on appropriate solutions for LTC and Medicare planning. I have extensive experience with all the LTC insurance plans available in the market today, for both individuals, worksite and executive care-out. I am licensed in most states for health, LTC, life and state Partnership Programs. Here are the many ways you can connect with me and learn about Medicare and LTC planning --🖥️ www.path2longtermcare.com📩lmartin@envision-benefits.com📅 https://calendly.com/lori-martin17⌨️ https://www.facebook.com/Envision-Benefit-Specialists-165009516887635/
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Professional Instructor And CoachCltcChicago, Il, Us
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Professional Instructor And CoachCltc Feb 2022 - PresentInstructor for CLTC Master class and eFoundation course for Financial Planners. Facilitator for CLTC members Roundtable series. -
Account ManagerBuddyins Insurance Services Mar 2021 - PresentAs 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 meaningful long term care plan. I'm happy to have a conversation about how we can help facilitate a more successful long term care insurance process for your practice. -
PrincipalEnvision Benefit Specialists Jan 2006 - PresentAreas 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 benefit plans including health and life insurance, key-man insurance, dental/vision plans, group disability, retirement and voluntary benefit plans. Develop employee communication material and facilitate employee education.Medicare Planning - assist Medicare beneficiaries with MA, Medigap, and Prescription Part D plan choices and education.Public Speaking - Presentations/Worksite Seminars/Workshops on various benefit topics for organizations including associations, business owners, civic and consumer groups, public libraries, and senior groups. Offer Continuing Education (CE) presentations for healthcare professionals.Benefit Counselor - work with large national and international companies and state school districts to educate employees and retirees on benefit offerings through group presentations, one-on-one enrollments, and webinars.Health Insurance, Life and Disability Insurance - provide sole-proprietors and consumers with insurance solutions to fit their individual needs.
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PartnerLtcpg Sep 2014 - PresentLTCPG (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. -
Healthcare Research ConsultantAlphasights, Ltd. Jan 2015 - PresentNew York, NyProvide research information and education on employee benefits for business clients of information service firm. -
Professional Speaker For Worksite Long Term Care Insurance PlansLong-Term Care Planning Consultants Mar 2012 - Apr 2022Provide 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.
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Employee Benefit Enrollment SpecialistTotal Benefit Communications, Llc Sep 2008 - Apr 2022Independent 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. -
Enrollment Specialist For Group Employee BenefitsCigna Oct 2014 - Oct 2018Support employee health insurance enrollment events for Cigna's national accounts. Handle group presentations, benefit fairs, and one-on-one employee consultations -
Benefit CounselorLincoln Financial Group Apr 2013 - May 2016Conduct 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 financial security goals. -
Long Term Care SpecialistLong Term Care Resources Mar 2012 - Apr 2015Long 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.
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Office Manager For Financial Planning PracticeChicago Wealth Management, Inc. Feb 1996 - Dec 2005Managed 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 for small business and individual clients. Developed employee benefit education material and conducted annual benefit plan reveiws. Responsible for retirement plan 5500 Annual Filings. -
Account ExecutiveUnti, Joyce & Siegel, Inc. 1986 - 1991
Lori Martin, Cltc Skills
Lori Martin, Cltc Education Details
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International Business
Frequently Asked Questions about Lori Martin, Cltc
What company does Lori Martin, Cltc work for?
Lori Martin, Cltc works for Cltc
What is Lori Martin, Cltc's role at the current company?
Lori Martin, Cltc's current role is Professional Instructor and Coach.
What is Lori Martin, Cltc's email address?
Lori Martin, Cltc's email address is ma****@****ltc.com
What schools did Lori Martin, Cltc attend?
Lori Martin, Cltc attended Dominican University.
What skills is Lori Martin, Cltc known for?
Lori Martin, Cltc has skills like Employee Benefits, Insurance, Disability Insurance, Long Term Care, Life Insurance, Retirement Planning, Long Term Care Insurance, Small Business, Public Speaking, Healthcare, Marketing, Retirement.
Who are Lori Martin, Cltc's colleagues?
Lori Martin, Cltc's colleagues are Tamara Johnson, Kenneth Bigsby, Yang Cui, Tc Lin, Riza Rada, Dada Kayode, Krystal Phillips.
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