Stan, a Vietnam Era vet, began his career in the entertainment and fitness industries before becoming an insurance professional. He opened his own insurance brokerage over 30 years ago, adding Long Term Care coverage to his portfolio of life and disability products. A premier specialist in Long Term Care, Stan guides his clients through the complexities of the choices available with long-term care, as well as offering life, disability, and Life Settlements - the sale of a life insurance policy for cash.Stan receives numerous invitations to speak at local, financial planning, legal, senior, and insurance associations. He has served on the advisory panels for the CA Partnership for Long Term Care and teaches CE courses to insurance agencies.
Stan mentors financial professionals through the complexities of the LTC Insurance sale (pre-qualifying inquiries, meeting with clients, customizing proposals, monitoring underwriting).All client proposals and quotes are individually tailored to reflect clients needs, budgets, financial plan, and lifestyle requirements.
Stan assures his clients and agents/financial advisors that the products represented by his brokerage have only the highest ratings/reliability.
Stan is married to Marcia, also a licensed agent and corporate VP. While their daughter, Shawna was growing up (USC Doctor of Physical Therapy, 2016), Stan and Marcia were active with WAGS softball and Agoura HS Girls Water polo. Stan and Marcia have also chaired various committees and sit on boards of directors for local chamber of commerce associations, fiduciary, financial, and charitable organizations.

Services:

A full-service insurance brokerage; we work with clients to help preserve hard-their hard-earned retirement assets. As Long Term Care Consultants for over 25 years, we create individualized insurance plans, as well as seminars and talks to explain to the public why Long Term Care Insurance is needed and what the real costs for long-term care are today.

Our brokerage assists insurance agents, as well as financial and legal professionals in disseminating information, products, and Point-of-Sale contact for clients.

Accomplishments:

For over 5 years, Stan and Marcia have been instrumental, along with the WVWCCC to develop the Valley Senior Resource Network. This group is open to all chamber members. The group brings together those who work with senior products, non-profits, or services. VSRN has become a premier senior resource for the valley. Please call (818) 400-1291 for more information.

In 2004, our agency began offering CE - continuing education - courses for long-term care.

Associations:

American Association for Long Term Care, Senior Concerns, National Association of Health Underwriters, Inland Empire Assn of Health Underwriters; current member of the California Partnership Advisory Council for Long Term Care.