Tobe Gerard Insurance, LLC
10 West Central Street
Natick, MA 01760

Tel: 508-653-8110
Fax: 508-655-9307
 
 

Testimonial

 

Feel Good about Referring Your Clients to an LTC Insurance Specialist You Can Trust

Whether you're an estate attorney, financial planner, accountant, employee benefits broker, property/casualty insurance agent, or some other business professional, it's important to feel good about the people you refer your clients to. I understand this because I feel exactly the same way.

When you refer your clients to me, you can count on the following:

  • I've been working in the insurance industry for nearly 30 years, and I've been focusing on long-term care insurance for a decade. You can trust me to provide your clients with sound advice on their long-term care insurance options.
  • Because I'm an independent long-term care insurance specialist, I'm not beholden to any one insurance company. Instead, I represent over ten insurance companies that provide a variety of long-term care insurance products.
  • I'm happy to evaluate your clients' existing policies. My evaluations are always honest—I never recommend a different policy unless it makes sense for the person's situation. In fact, 90 percent of the time, I recommend that people stay with their current policies.
  • I offer to meet with your clients in their home or office, making it convenient for them.
  • I'm responsive—I usually return emails and phone calls within 24 hours, if not sooner (even on the weekends!).
  • Don't take my word for it—read what my happy long-term care insurance clients have to say.

I welcome the opportunity to network with you and to learn more about your clientele and what I might be able to do for them. Email me today to set up a time for us to meet.

Tobe Gerard Insurance, LLC. Peace of Mind When You Need It Most.

Proudly serving clients throughout the northeastern US, including MA, NH, RI, CT, VT, ME, & NY

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