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 30 years ago, adding Long Term Care coverage 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 Planeners, 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 professionals 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 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 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 local chamber of commerce associations and charity groups.

Services:

A full-service insurance brokerage, we work with clients to help preserve hard-earned retirement assets. As Long Term Care Consultants for over 20 years, we create individualized insurance plans tailored to the needs of the clients. As educators, we offer seminars and talks to explain to the public why Long Term Care Insurance is needed and what the costs and financing of long-term care is today.

Our brokerage assists insurance agents, as well as financial and legal professionals in disseminating information, products, and Point-of-Sale contact for clients.

Accomplishments:

Recently,Stan and Marcia have been instrumental in working with the West Valley-Warner Center Chamber of Commerce to develop the new business network group - Valley Senior Resource Network. This group is open to all chamber members. The purpose of the group is to bring together those who work with senior products or services. Our goal is to become the premier senior resource for the valley. Please call (818) 400-1291 for more information.

In 2004, began teaching the mandatory continuing education course for long-term care and 5 years ago began teaching the 8 hour Califonia Partnership for Long Term Care.

Associations:

American Association for Long Term Care, Senior Concerns, National Association of Health Underwriters, Inland Empire Assn of Health Underwriters; current member of the California Partnership Advisory Council for Long Term Care.