Tobe Gerard Insurance, LLC—Long Term Care Insurance Expertise You Can Trust
Tobe Gerard's experience in the insurance industry spans three decades, but her integrity is something she's had all her life. It's this combination of experience and integrity that her customers appreciate most. Learn more about Tobe and the people who work with her:
Tobe Gerard, CLTC, CSA, MBA
Tobe Gerard has spent 30 years in the insurance business. Her wide range of experience with industry-related organizations, such as The Insurance Library of Boston and the Massachusetts Association of Insurance Agents, gives her a broad perspective and a deep understanding of trends and shifts in the industry. She has a professional background in life, disability, health, and, most important, long-term care insurance. In 1999, Tobe launched her own insurance agency, specializing exclusively in long-term care.
Tobe's number one priority is matching the person with the policy. Since she believes that "one size does not fit all," she has retained her independent agent status. She currently works with over ten different insurance companies, all having their own particular strengths. This allows her to find the exact "fit" for your needs or your employees' needs. Another factor that sets Tobe apart is how she works with her clients. Tobe will come to your home or office to meet with you. She'll listen and thoroughly answer any questions. Tobe's respectful approach and knowledgeable service will help you or your employees prepare for retirement years that are financially secure. Professional Qualifications:
- BA from The State University of New York
- Masters in Library Science from Simmons College, Boston
- MBA from Suffolk University, Boston
- CLTC (Certified in Long Term Care) 2001
- CSA (Certified Senior Advisor) 2004
Professional Memberships:
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Natick Rotary, President
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Faculty Member, The National Alliance
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Director, Massachusetts Association of Health Insurance Underwriters
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American Association for Long Term Care Insurance
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National Academy of Elder Law Attorneys ( Massachusetts chapter)
Tobe and her family have resided in Natick, Massachusetts, for 28 years. [back to top] Danielle ("Dani") Peloquin, Office Assistant On the heels of a stunning undergraduate career, Dani joined Tobe Gerard Insurance, LLC after graduation from Hartwick College where she was a John Christopher Hartwick scholar, the highest honor the college confers upon a student. Dani was a dean's list dual major in history and English, editor of Hilltops (Hartwick's weekly newspaper), an archival intern, a mentor to 20 freshmen, and one of Hartwick's representatives to the Model UN. She brings the same boundless positive energy to Tobe Gerard Insurance, LLC that she did to all of her undergraduate activities. Dani worked previously for the Massachusetts Association of Insurance Agents as a customer service representative on a part-time basis. Dani is excited to join the staff of Tobe Gerard Insurance while she attends graduate school to pursue her dream of becoming an archivist. [back to top] Dolores Macasay, Bookkeeper Dolores (" Dee ") Macasay is the most recent addition to the staff of Tobe Gerard Insurance, LLC. Dee brings over 40 years of professional bookkeeping experience with businesses of all sizes in all industries. Tobe Gerard Insurance, LLC is grateful to have Dee 's no-nonsense approach to solving complex problems while retaining a wonderful upbeat personality. Dee makes her home in Northboro with her husband Artie. She has three grandchildren and one great grandchild. [back to top] If you'd like to learn more about long-term care insurance, email Tobe today to schedule a FREE, no-obligation one-hour consultation in your home or office. 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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