Stan, a Vietnam Era vet, began his career in the entertainment and fitness industries before becoming an insurance professional. He opened his own insurance brokerage over 20 years ago, adding Long Term Care coverages to his portfolio of life and disability products. A premier specialist in Long Term Care, Stan guides his clients through the complexities of the choices available with Long Term Care, as well as offering life, disability, and critical illness policies. Stan currently teaches the general LTCI Continuing Education (CA) courses, as well as The California Partnership for Long Term Care, under the auspices of the California Departments of Insurance and Aging. Stan receives numerous invitations to speak at local, financial planning, legal, senior, and insurance associations, including the San Gabriel Assn. of Financial Planners, NAIFA, LAAHU/VCAHU, USC, and the Joint Medicare Summit (IEAHU/SDHU/OCAHU/DCAHU). He has served on the advisory panels for the CA Partnership for Long Term Care.
Aside from his personal production and teaching seminars, Stan mentors financial advisors through the complexities of the LTC Insurance sale (pre-qualifying inquiries, meeting with clients, customizing proposals, monitoring underwriting). His agency assists the sellers of LTCI with education, marketing, and product knowledge. All client proposals and quotes are individually tailored to reflect the clients’ needs, budgets, financial plan, and lifestyle requirements.
Stan assures his clients and agents/financial advisors that the products represented by his brokerage have only the highest ratings/reliability. Just recently the agency has introduced Hybrid policies which appeal to those clients who wish to blend life insurance with LTCI coverage. Stan is married to Marcia, also a licensed agent, who also serves as a corporate officer. While their daughter, Shawna was growing up (USC Doctor of Physical Therapy, 2016), Stan was active with WAGS softball and Agoura HS Girls’ Water polo. Stan and Marcia have also chaired various committees with the local chamber of commerce associations and charity groups.
Sessions
Filling the Gaps with LTCI Which Medicare/Medicaid Doesn't Address