"Horror Stories and Happy Outcomes"
Mitchell Dannenberg, President of LTCi Marketplace, will provide a brief overview of various insurance coverages that can help protect the estate plans and trusts we work so hard to create and ultimately administer. Mitchell will also share some “interesting” first hand stories of his client interactions and navigating family dynamic’ (or lack thereof). Think of this program as “true confessions” from an insurance professional.
Mitchell is originally from Philadelphia, and lives full time in Naples. The team at LTCI Marketplace has over three decades of experience in long term care planning, as well as with life insurance, critical illness coverage, and disability protection. He has worked with many individuals, families, and business owners along with their management teams to create integrated insurance plans for key executives, their employees, and as part of business succession planning initiatives.
He works with those of moderate means, as well as those of significant wealth. Mitchell works very closely with his clients, their family, and members of the advisory team, to design strategies which can help to protect a lifetime of financial achievement for those still at work, in retirement, involved with divorce, or for estate planning purposes.
Reservations: Note that your reservation is not complete until you see ""Event RSVP" and the "Thank You" for your reservation. Members should select one of the "M" menu choices and then select "pre-paid." Guests ($30) are asked to select one of the "G" menu choices and then select "pay at the door."
