Proudly celebrating 25+ years in the insurance business!
As a former radio and TV journalist, Bill has a unique ability to take the complicated world of long-term care and communicate planning and insurance implementation options clearly and directly. Bill's mission is to help individuals and families properly protect themselves from the financial and emotional costs of a long-term care disability. He has trademarked the phrase, The LTCpro(R).
Bill hosts the broadcast & podcast show: Aging America Radio with a focus on a wide range of topics supporting "successful aging".
As a Continuing Education instructor certified in all 50 states, he also works with agents nationally to develop their competencies and confidence to effectively integrate long-term care planning solutions into any insurance, benefits, financial planning or advisory practice.
One of only a few LTC specialists to hold both the Certified Senior Advisor, CSA(R) and Certified in Long-Term Care - CLTC(R) designations, Bill serves as a national faculty member for both prestigious designation programs and is the Director of Training & Development for CLTC. His agency, Comfort Long Term Care, is a member of the National LTC Network.
Beyond the insurance industry, Bill consults nationally with the home care industry, educating care providers on how to work more effectively with clients who have LTC insurance to help them through the often-confusing LTC insurance claim process. He was a contributor and technical editor on the book Stages of Senior Care by Home Instead, Inc., founders Lori & Paul Hogan.
Bill is the founder and chief author of the LTCCP - Long-Term Care Claims Professional(R) designation and training program.
BIll has been quoted in SmartMoney magazine, The Wall Street Journal, Kiplingner's Retirement Report, and The St. Louis Post-Dispatch. He has been interviewed on Fox Business News and has authored numerous articles for financial and insurance industry publications.
Bill has been in the insurance industry since 1991. He has sold LTC insurance for more than 25 years and has focused exclusively on LTC planning and LTC insurance since 2000. Only a handful of LTCi specialists in the country have as much experience.
Bill lives in Durham, NC, with his long-time sweetheart. He has four adult children, two of whom are married, and a grandson who is everything everyone says it is. He loves to cook, grill out, golf, travel, and models European model trains to help bring the joy of wanderlust home!