NAIFA Rhode Island

The Biggest Threat to a Client’s Retirement Portfolio – and 4 Ways to Protect against this Threat

  • Thursday, March 25, 2021
  • 10:00 AM
  • Zoom


Thursday, March 25 @ 10AM

Join us for another engaging discussion on Long Term Care. During the webinar, Nancy Simm, CLTC, LTCP, CSA and NAIFA CT Past President will review the following topics:


• Longevity Concerns
• Misperceptions
• LTC Insurance Options
• Power of LTC Planning


ABOUT THE SPEAKER



Nancy Simm, CLTC, LTCP, CSA

Nancy Simm serves as Director, LTC & Longevity Planning for Highland Capital Brokerage. Nancy has worked in the insurance industry for more than 27 years, specializing in long-term care for the past 20 years. She is a licensed life and health agent in Connecticut, Massachusetts, and New York, and she has earned the designations Certified Long-Term Care (CLTC) specialist, Long-Term Care Professional (LTCP), and Certified Senior Advisor (CSA) and is CT Partnership, NY Partnership, and NAIC Partnership certified. In addition, Nancy brings to her role past experience as an aide in Massachusetts nursing homes.

She is on the boards of NAIFA and CSA-Connecticut, a member of the Financial Planning Association, and the American Association for Long-Term Care Insurance. 

She is a certified instructor for LTCCE classes and has spoken on long-term care insurance throughout New England. Nancy lives in Simsbury, Connecticut, with her significant other Ernie Lawas. They enjoy all aspects of spending time outdoors in an active lifestyle. Nancy is also on the board of Connecticut Forest and Parks Association.


SPONSORED BY:





Contact Us

National Association of Insurance and Financial Advisors of Rhode Island

2400 Post Road
Warwick, RI 02886

Phone: 401-739-2977

Email: hello@naifari.org

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