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OUR MISSION
To make the discussion of long term care planning easy, enlightening, and even enjoyable!
To that end, we will work:
- To fully inform you so you have a clear understanding of long term care coverage and whether it is right for you.
- To create customized plans, suited to meet your individual needs, from the best insurance carriers available.
- To foster a long term relationship to keep you informed on topics related to long term care insurance, including tax law changes.
- To be a trusted and caring advisor with your best interests as our priority.
Because we work only with long term care insurance, we coordinate our efforts with those of financial planners, accountants, estate attorneys, elderlaw attorneys, and other financial advisors. We consider ourselves to be a part of your financial services team. We represent many of the major long-term care insurance carriers. Our extensive knowledge and experience in this field allows us to know the strengths and weaknesses of each plan and to tailor plans to the specific needs and budgets of those with whom we work.
About Betty Doll, MBA, CLTC Owner/Principal
Betty has focused exclusively on Long Term Care Insurance since 1997. She holds the Certified in Long Term Care (CLTC) designation.
Betty posseses extensive information regarding available products, provides an extraordinary level of customer service, and maintains a sensitivity to the feelings that discussion of long term care planning may evoke.
In addition to working directly with referrals, Betty teaches the Certification in Long Term Care (CLTC) designation classes on a national level and has trained over a thousand financial services representatives across the country on the specifics of Long Term Care insurance, Medicare and Medicaid. She consults with insurance agencies around the country and is a nationally recognized speaker on topics pertaining to long term care.
Prior to joining the insurance industry, she worked on the clinical side of long term care which increased her knowledge of the limitations of Medicare and Medicaid and the importance of this coverage. Like many others, she has had experience with close family members needing care.
Betty has a Master of Business Administration degree from Jacksonville University and a Bachelor of Science degree in Occupational Therapy from Western Michigan University. Being nationally recognized as an expert on long term care insurance, she is a frequent speaker for local clubs and organizations and also for regional and national conferences.
Living in beautiful Asheville, NC, Betty is active in her community. She is an involved member of the Buncombe County Council on Aging, the Leadership Asheville Forum, and the North Carolina Stage Company. She is active in the National Association of Health Underwriters, the National Association of Insurance and Financial Advisors, the Financial Planning Association, and serves as an officer for the Land of Sky Estate Planning Council. She is an active member of the Asheville Downtown Rotary Club.
About Sally Allison
Sally Allison is an administrative professional with many years of experience. Her previous work for the Social Security Administration and in employee benefits gives her insight into providing for long term care from both the individual and group perspectives. She is committed to providing a friendly, open atmosphere in which client questions and concerns can be freely addressed. Sally holds a Bachelors degree in Psychology, and holds life, health and long term care insurance licenses in North Carolina. You may call her with any questions or to arrange an appointment.