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FULL BIOS
About David Wilcox
David Wilcox is a well-known expert on the subject of
Long-Term health care. His educational workshop's
have been widely attended by retiree's, medical
professionals; trust officers, CPA's, CFP's, and insurance
agents. He has been a moderator for the American
Colleges "Planning for Seniors" and "Long Term Care
courses". He has been a featured guest on "Senior
Lifestyles Talk Radio", discussing senior issues.
During the past twenty-one years, David has developed a
specialty in working with retirees and those about to
retire who want to protect their assets and avoid
dependence on others. His marketing efforts include
networking with CPA's, CFP's, P&C Agents, client
introductions and numerous consumer seminars.
Mr. Wilcox, a native of Florida, is a graduate of Florida
State University. David served in the U.S. Army
Reserves as a Captain - Combat Engineers and was honorably
discharged in 1992. He is one of the first agents in
the country to receive "Certified in Long Term Care"
designation. He has also become a certified Master
Instructor for the CLTC designation course having given
over 75 classes throughout the country. He currently
serves on CLTC's Board of Standards. He is a member of the
National Association of Insurance and Financial Advisors,
and the American Association for Long-Term Care Insurance.
David is a Life and Qualifying member of the Million
Dollar Round Table with multiple years of Court of the
Table membership. David writes over 100 policies a
year, and 7+ million of annuity and securities related
products.
Please visit David's Long Term Care Website at
www.davidwilcoxltc.com
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About Stephen Moses
Keynote speaker Steve Moses is President of the Center for
Long-Term Care Reform, based in Seattle, Wa. As a former
Medicaid/Medicare administrator he has spent the past two
decades waging a crusade to save Medicaid, America's
safety net from a near certain path to insolvency. Through
his extensive writings, expert testimony to Congress and
state legislatures, presentations to insurance and
financial advisors, CPA's, attorneys, the American Medical
Association, chambers of commerce, and frequent media
interviews, Steve advocates a return to the sense of
personal responsibility that made America great.
Over the years he has exposed Medicaid eligibility abuse
by elder law attorneys who artificially impoverish
affluent seniors to qualify for taxpayer-funded nursing
homes. His efforts have contributed greatly to the passage
of important legislation, most recently the Deficit
Reduction Act of 2005.
In 2008 Moses took his campaign to the grassroots with the
National Long-Term Consciousness Tour. He traveled the
country in the Silver Bullet of Long-Term Care, an
airstream trailer decked out to call attention to the
impending LTC crisis. This year Steve continues his public
outreach with the Save Medicaid LTC campaign. He sounds
the warning, a la Paul Revere, of the pending meltdown of
government -funded long-term care.
Not an insurance agent, Stephen Moses is a scholar and
consumer advocate who regularly and enthusiastically
recommends LTC insurance and reverse mortgages as the most
viable means for most Americans to pay for their future
long-term care needs. As we all know, living a long life
can be hazardous to our (and our clients') health and
wealth. Advance preparation is critical to retirement
security.
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About Elaine Marvin
In the role of regional vice president for The State Life
Insurance Company (State Life), Elaine Marvin works with
independent producers, key accounts and career agents to
generate sales from the State Life portfolio, focusing on
long-term care benefits in the form of asset-based Care
Solutions products. Elaine provides sales training
through group meetings, one-on-one producer discussion and
public CE seminars. In addition, Elaine is also available
to assist producers through client call support and
workshops with client groups.The Care Solutions were
originally developed by Golden Rule Financial Services
beginning in 1989, and continue through State Life after
the GRFS sale to State Life in late 2005. |
