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Robin Frank, CLTC

Schmidt Financial
Health & Long Term Care Insurance

Contact Information:

Chicago, IL 60056
United States
T: 773-774-2600
F: 773-774-2601
www.schmidtfinancial.com

Years in Business:

 

29

Clients I'm Seeking:

 

Individuals, Business, Groups, Associations to provide a comprehensive plan for Long Term Care.

About My Business:

 

For almost 30 years, Schmidt Financial Group helps successful individuals & families integrate and coordinate all of their investment, insurance, legal and tax aspects into a clear, seamless plan. My specialty within the group is a specialty in Long Term Care Insurance Planning. My mission is to safeguard clients from the consequences of long term care by educating them about the issues surrounding long term care and providing appropriate, affordable and effective solutions. It was a very personal long term care crisis in my own family that attracted me to the business. I learned first-hand the importance of addressing the concern before it is too late. Emotional, physical and financial upheaval affects the entire family when someone you love needs chronic care. My experience impassions me to raise awareness about the issues & provide solutions to help others avoid similar distress. I’d like to help you too. I have a history of being trusted with the most important lifestyle & financial issues affecting families and businesses in some of the biggest purchases they will ever make. In each area of practice, I have been enthused & entrusted to perform in an advocacy and fiduciary role to serve client & community. With the aging of America, LTC has become an ongoing national concern. It is my pleasure to be working to protect families and our society as a Specialist in Long Term Care Planning. I’d like to provide a complimentary review & show you how your current life or long term care insurance policy is performing. A combination life/ltc policy may be available at the same premium or less. Add to your portfolio or replace an underperforming policy. Specialties - Complimentary Policy Review - Long-term Care Planning & Analysis - Needs Analysis - Strategic Partnerships - Wealth & Risk Management - Income Protection Planning - Individual, Custom policy design - Worksite Implementation, Voluntary Benefits - Association Packages - Group Long Term Care - Combination products (UL/LTC, Annuities) - Strategies for clients uninsurable due to health - New Health Care Law Strategies; Mitigating liabilities, Alternative plans - Tax incentives

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