David Shulman, CLTC, CEO

Originally a financial planner focusing on business, David chose to work closely with several lawyers and advisors who gave seminars involving estate planning. When the Medicaid laws changed drastically in 1996 and the importance of Long Term Care planning became apparent, David convinced the lawyers and advisors to incorporate Long Term Care information into their seminars, and he himself became their featured speaker. After witnessing the emotional and financial devastation resulting from the need for Long Term Care for his grandfather, he chose to specialize in Long Term Care planning, and has since become one of the industry’s leading experts. His experience as a supervisor for a major Long Term Care Insurance company and a representative for many quality providers gives him a depth of knowledge unparalleled in the field. His practical approach concentrates on preventing catastrophic consequences to families and retirement plans.

Education:
Bachelor of Science in Business Administration from The Ohio State University

Special Designations:
CLTC: Certified Long Term Care Insurance Expert