Jeffrey Adler

Managing Partner

About

Experienced Managing Partner with a demonstrated history of working in the insurance industry. Strong business development professional skilled in Life and Disability Insurance, Long Term Care Insurance and Medicare options. A Leader in building, training and supporting a team of experienced industry professionals. Our success is achieved by using extensive branding and marketing strategies to create leads, referrals and endorsements from existing clients and other professionals. Our exclusive business model allows us to discount long term care premiums due to our agreements with over 650 professional associations and alumni partnerships. We are able to offer premium rates that are not available from standard industry brokers and agents.

Country

United States

City

Thousand Oaks

Industry

Insurance

Skill

Partner Relationship Management, Chronic Illness, Marketing Strategy, Finance, Employee Benefits Design, Business Development, Business Relationship Management, Insurance, Annuities, Long Term Care, Disability Insurance, Health Insurance, Retirement Planning, Term Life Insurance, Medicare, Financial Planning, Investments, Estate Planning, Health, Insurance Planning

Experience

Managing Partner

Long Term Care Resources

2015-7 - Present · 11 yrs 3 mos

Westlake Village, CA

Our Nations Leading Marketer Of Long Term Care Insurance Through Affinity Group Member Relationships 650+ National Affinity Partners Can't Be Wrong Educated Over A Half Million Members On LTC Insurance Multiple Carriers * Underwriting Options * Product Choices * Proprietary Discounts

Platinum Agent

Genworth

1998-7 - 2015-7 · 17 yrs 1 mo

Westlake Village, CA

Independent Agent Specializing In Long Term Care Insurance, Medicare Options, Life Insurance and Annuities. Hall of Fame Member at Genworth Financial...award only given to 15 agents nationally.