Estate Attorney and College Financial Aid Planner

Hi everyone,

Just found the forum tonight while searching for some new companies to pair up with for life insurance, annuities and long-term care insurance. Looks like a great place to be.

I am located in Columbus, Ohio and have been offering my clients long term care insurance when they come in concerned about Medicaid planning or Veterans Pension benefits, and sometimes provide life insurance to estate planning clients.

For those families that have high school students, I counsel them on the big mistakes that can really harm their eligibility for college financial aid, help them find schools that will fit their needs and ensure that they own their assets in the best way possible to maximize their financial aid awards.

I look forward to "meeting" some of you, and I'll probably post a question I have about getting licensed and finding a good company for single premium whole life in California as I have some clients there that look like they could use a plan incorporating those products (and perhaps others).

See you around!
 
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