Questions from the Audience

I love speaking on the topic of Healthcare in Retirement – focusing on Medicare insurance as well as services needed for an extended healthcare event. Most attendees are surprised to hear that Medicare does not pay for ALL their healthcare needs. At a recent... read more

What’s changed in Long Term Care plans?

The LTC insurance market has responded to consumers who wish to purchase a policy, but have limited resources to pay premiums. Short Term Care plans are gaining in popularity due to a lower cost and much easier underwriting requirements. Hybrid plans – a life... read more



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Lori was recommended to me by a financial planner I trust. After meeting with Lori, I know why. She took the time to understand my needs and concerns, and to explain the various products out there in easily understandable terms. I found her to be a truly trustworthy expert.
P MesplouSchaumburg, IL