Massachusetts




May Long-Term Care Planning
- Len May


Len May owns May Long -Term Planning in Wayland, MA. He transitioned to a career in long term care insurance from financial planning and marketing management positions in the high technology industry.  Supporting both of his parents’ travails of needing years of care really drove home the importance of early planning.  He wanted to use this experience to help others.

Being an independent agent representing over ten insurance companies, Len’s goal is to present his clients with a long term care plan that will meet or exceed their expectations at the time of claim.  He has helped hundreds of clients adopt an appropriate strategy to protect their financial security and to minimize the otherwise significant emotional impact that a long term care need can have on their families. They appreciate his in-depth knowledge and straightforward approach to helping them reach an affordable solution to their extended care needs.

Len earned the Certified in Long Term Care (CLTC) designation and shares his expertise by conducting seminars for consumers throughout the Boston metropolitan area.  He also partners with financial planners, estate planning attorneys, and CPAs to help them educate their clients on the importance of long term care planning.

Insurance products offered: Long term care, disability, permanent life, term life, combined life and long term care, and combined annuities and long term care.

Investment products offered to protect retirement savings: Fixed annuities and indexed annuities.

Len is a graduate of Duke University and MIT’s Sloan School of Management.

Contact May Long-Term Care Planning:
address: 28 Marshall Terrace | Wayland, MA 01778
phone: 508.276.1047
email: LenMay@alum.mit.edu




Tobe Gerard Insurance, LLC
– Tobe Gerard


Contact Tobe Gerard Insurance, LLC.
address: 841 Worcester St., Suite 531 | Natick, MA 01760
phone: 508.653.8110
fax: 508.655.9307
email: TGerard@TobeGerardInsurance.com
website: tobegerardinsurance.com




Baron Long-Term Care Planning – Mark Baron

Mark Baron owns Baron Long-Term Care Planning in Andover, MA, specializing in long-term care financial products since 2003. He is licensed in several states. Mark began his career in long-term care planning after his own family went through a series of extended care events. Some of these experiences also included younger family members, under the age of 60. He discovered that the public desperately needs to be educated and be proactive before dealing with the potential crisis that very few are prepared to face, but so many will. Waiting to plan for this can be disastrous. For those who are already receiving care, there are strategies that may be employed to protect a major part of the estate. The use of certain types of annuities may be suitable as a last ditch asset preserver for the right families.

Mark serves as the long-term care chair of the legislative committee for the Massachusetts Association of Health Underwriters and also on the long-term care committee for the national association as well. He has appeared in many radio shows, including a regular weekly spot in the Boston and surrounding markets. Mark is a regular speaker at several events, and he teaches training and certifications classes.

Long-term care planning includes many different types of products with several variables to each. It’s no wonder that many financial and legal professionals seek help from long-term care specialists. Mark works with many of his own clients, but his main focus is as a general agent, partnering with and supporting financial professionals, to assist them with their clients.

Baron-Long Term Care Planning represents the major carriers for long-term care products, including plans with linked benefits, life insurance with long-term care riders, and immediate annuities.

Contact Baron Long-Term Care Planning:
address: 2 Dundee Park, #205A | Andover, MA 01810
phone: 617.823.8334
email: Mark@BaronLTC.com
website: www.BaronLTC.com





Thalheimer LTC Insurance
– Linda Thalheimer


Contact Thalheimer LTC Insurance:
address: 27 Peterson Rd | Natick, MA 01760
phone: 617.201.2499
fax: 508.315.3510
email: linda@thalheimerinsurance.com
website: www.thalheimerinsurance.com




Snook and Mohan Insurance Agency – Owen G. Mohan & Lisa Snook-Mohan

Snook and Mohan Insurance Agency is a fully independent insurance brokerage serving our clients needs since 1993. Comprehensive analysis of client goals and resources informs the nature and scope of all planning. The result is security and peace of mind for our clients and their families.

Our agency is licensed with over forty-five companies; area of expertise include:

  • Long Term Care Planning
  • Retirement Planning
  • Medicare Health Plans
  • Life Insurance
  • Final Expense Planning 

We specialize in providing Long Term Care (LTC) education and products to individuals, associations, businesses and academic institutions. We believe that long-term care planning is the cornerstone of financial security and the foundation of sound retirement. Our approach to LTC is holistic, taking into account appropriate personal, community and goverment resources. Our goals are to educate our clients about the need for long-term care planning, highlight differences among companies and contracts, and customize each long-term care plan to meet the needs of the individual. Because no one company or product is appropropriate for every individual or group, we have remained company and product neutral and continue to work with all of the premier long-term care insurance carriers. 

Contact Snook and Mohan Insurance Agency:
address: 25 Main Street, Suite 331 | Northampton, MA
mailing address: P.O. Box 1449 | Northampton, MA 01061
phone: 413.586.1591 fax: 413.586.1550
email: snookandmohan@verizon.net
website: www.snookandmohan.com