Capstone LTC Insurance - Kevin Leinum
Kevin and Breanne Leinum are based in San Diego, CA and are recognized experts in Long-Term Care Planning. Their mission is to help educate and protect individuals, families, and businesses from the potentially significant costs of Long-Term Care. As independent agents, they represent the top carriers in the market and customize plans to meet the specific needs of their clients. They work with Financial Advisors, Estate Planners, Employee Benefit Brokers, and CPAs as their LTC Specialist to protect their clients from this considerable risk. They also have four major San Diego Credit Unions that endorse them as their dedicated long term care specialists.
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Jody Hubbard Long Term Care Planning – Jody Hubbard
Jody Hubbard is a recognized expert in Long Term Care planning and has been interviewed by many media outlets including the San Diego Union-Tribune, KUSI-TV and several radio stations. She is in demand as a speaker and educator, and shares her knowledge at workshops and seminars. Through her consultancy Jody has helped thousands of families benefit from her expertise and avoid the heartaches, as well as headaches, resulting from lack of planning for Long Term Care.
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Mission Wealth Management, LLC – Brad Tisdale
Our founding vision for Mission Wealth was simple — to empower affluent families to pursue their financial dreams.
When we built our firm, we saw a demand for something different from what other financial services firms were providing. To meet this demand, our firm was founded on the following principles:
- Conflict-free advice
- Proactive financial planning
- Coordination with other professional advisors, including accountants, attorneys, and bankers
Mission Wealth does not sell any internal products; therefore, the recommendations we make are solely in the best interest of our clients.
Our continuous planning process is designed to help you feel informed and on track with your goals. By properly managing your entire balance sheet, you can rest easy knowing that your estate is being optimized.
Mission Wealth’s team coordinates with your professional advisors to ensure effective integration of all financial decisions. This helps save you time so that you can do what you enjoy most while having the peace of mind that your team is in sync. We are very proud of our 98% client retention rate.
What started out as a vision has become a reality, and today we are proud to be helping hundreds of families achieve their financial dreams by managing their wealth as reliably as if it were our own.
Contact Mission Wealth Management, LLC
address: 1123 Chapala Street, 2nd Floor | Santa Barbara, California 93101
phone: 805.882.2360 | 888.642.7221
website: http: www.missionwealthmanagement.com
Contact Ira Barnett:
Jahnke Consulting and Long Term Care Alliance – Linda Jahnke
Jahnke Insurance LOGO- jpeg Linda Jahnke has been a long term care insurance specialist for over 27 years. After graduating from the University of Iowa, she began her career working in a facility which provided care for residents suffering from Alzheimer’s disease. Seeing the need to plan for care expenses, Linda quickly built a career as an insurance broker. During the early years in her practice, she volunteered for seven years as an Ombudsman for care facilities with the Area Agency on Aging.
From 2010 to 2013 Linda was the Vice President for LTC Sales with Capitas Financial. At Capitas, she worked with a variety of financial planning firms and professionals who sought her advice on planning options and claims assistance.
In October 2013 Linda founded Jahnke Consulting and Long Term Care Alliance. The mission of Jahnke Consulting is to educate families and the professional community on the importance of planning for long term care expenses and claims advocacy. Upon obtaining a certificate for patient advocacy through the Professional Patient Advocate Institute, Linda began to accept clients who need her expertise to guide them through their long term care claim. Whether it is collecting documentation, recommending vetted care providers in accordance with policy definitions, or navigating the maze of requirements, Linda has a 100% success rate with her clients who utilize her services at the point of claim. Her passion is to advocate on behalf of her clients with dignified and personal service.
Recently, Linda was elected to serve as a board member for the Glenner Memory Care Centers in San Diego. In 2014 she was invited to speak at the conference for the America Association of Long Term Care Insurance. Her topic was the urgent need for advocacy with LTCi clients at the point of claim. Linda currently lives in Poway with her husband. They have four children and a spoiled golden retriever.
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LTC Capstone Insurance Agency, Inc. – Steve Elliott
Contact LTC Capstone Insurance Agency, Inc