Is There An Elephant In Your Room?

That popular image of a behemoth nearly crowding you out of your own space—“the elephant in the room”—works well to convey the folly of refusing to acknowledge a problem that ought to be a priority. The problem I’m talking about arises from the fact that, in spite of... read more

The Heart of the Matter

It’s February; and as usual, the hoopla surrounding Valentine’s Day inspires me to tie my article to a heart-related theme. This year, the idea came to me in a flash a few days ago, as I was reflecting on a meeting I’d just had with a husband and wife—during which I’d... read more

Extended Health Care and March Madness

It’s that time of year; which teams will make it to the Big Dance? Being part of a huge basketball family,* I found myself comparing this annual sports competition madness to the field of Long-Term Care Planning. If you’re not a basketball fan and familiar with March... read more

Valentine’s Day Is Not Just for Lovers

It’s also for celebrating with all the people you love, including family and friends.  And for many of us, expressing that love with a gift.  Chocolates and flowers are fine for young lovers, but the gift I’m going to suggest is what you give not just to one person,... read more

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Testimonials

When we first met Peggy Fortson we knew right away that beyond the warm, welcoming smile, we were facing a knowledgeable, candid woman. She made sure that we understood what we were purchasing and the security we would have for the remainder of our lives. It wasn’t a sales meeting…it was an educational meeting. Peggy has done an outstanding job this past year by effectively communicating with us regarding our LTC plan and successfully solving a couple of issues that were critical financially. Peggy is clearly a people person and is always looking out for her clients. She has demonstrated an eagerness to work and always a positive attitude with us and she did an excellent job demonstrating to us how a worthy company can produce great results. Jill and I are able to count on Peggy to always go above and beyond the norm to demonstrate how excellent and pleasant customer service can be. Peggy possesses a high standard of ethics; it seems that being her colleague would be a pleasure based on her leadership and ability to strategically direct and manage.
Yossi OvadiaGeorgia