The LTC Forum of Colorado

LTC Forum of Colorado
2007 Membership Roster

Contact Info:
	Paul M Hallmark President, LTC Forum of Colorado Capstone Planning Solutions
Address:	1964 Blue Mountain Rd
Address:	Longmont, CO 80504
Phone:	303-774-0688
Website:	http://www.capstoneps.com
Bio:
LTC Planning Experience:	Paul owns his own insurance agency that specializes in Long Term Care Planning in Colorado and Arizona.
Industry Certifications:	CSA-Certified Senior Advisor, CLTC-Corporation for Long Term Care Insurance, NEB Member -National Ethics Bureau
Has Sold LTCI Since:	Since Jan 1997
About Me:	Paul Hallmark is a national known long-term care educator and advisor. He is a partner of a national marketing organization in the long-term care industry along with owning his own company in Colorado. He has advised employees and retirees of IBM, AT&T, Gates, Ball Aerospace, Qwest, University of Colorado and the Federal & State Government. He also has extensive experience working with financial institutions and alumni associations helping members analyze their long term care options. Over the span of his career he has served on numerous advisor boards in the long term care industry along with being a national trainer to the industry. Paul has his Finance degree from the University of Colorado at Boulder.
Owns LTCI:	My wife and I have Long Term Care coverage.

Contact Info:
	Tammey J. Sullivan President Elect, LTC Forum of Colorado HealthCare Benefit Services, Inc.
Address:	6638 W. Ottawa Ave., Suite 120
Address:	Littleton, CO 80128
Phone:	303-973-6636
Website:	http://www.hbsltc.com
Bio:
LTC Planning Experience:	Selling LTC since 1988
Industry Certifications:	Certified Senior Advisor, Instructor for State of Colorado in LTC and Larson Educational Trainer, American College Certified Instructor for LTC, member National LTC Network
Has Sold LTCI Since:	1988
About Me:	Tammey J. Sullivan president of HealthCare Benefit Services, Inc. a brokerage agency representing several top Long-Term Care Insurance Companies. She has over 1000 personal clients and has worked with several Employee groups in Colorado implementing their LTCi programs. Tammey also helps other insurance professionals and financial planners who sell Long-Term Care Insurance through her agency.
Owns LTCI:	Tammey bought her first Long-Term care policy in 1995 her second in 2003 and third in 2006.

Contact Info:
	Doug Burg Secretary & Webmaster, LTC Forum of Colorado Colorado LTC Advisors
Address:	1437 Black Pine Court
Address:	Castle Rock, CO 80104
Phone:	303-663-5690
Website:	http://www.Colorado-LTC-Advisors.com
Bio:
LTC Planning Experience:	Doug has been helping families plan for the time when they may need help or care since early 1997.
Industry Certifications:	CLTC - Certified Long Term Care Specialist: Charter Member, 1999
Has Sold LTCI Since:	1997
About Me:	Seeing several close family members need Long-Term Care got my attention. Seeing how two of them who owned Long-Term Care Insurance have a much better outcome than the two that didn't own LTCI convinced me to leave Information Systems work and devote my career to helping others avoid the same mistake.
Owns LTCI:	Yes, my wife and I own LTCI as does my mother.

Contact Info:
	Christine Crowley Treasurer, LTC Forum of Colorado Christine Crowley & Associates
Address:	PO Box 1110
Address:	Golden, CO 80402-1110
Phone:	303-526-7531
Website:	http://www.christinecrowleyassociates.com/
Bio:
LTC Planning Experience:	-
Industry Certifications:	-
Has Sold LTCI Since:	-
About Me:	-
Owns LTCI:	-

Contact Info:
	Catherine Dove LTC Connection/LTCi-Digest
Address:	6755 Earl Dr. Ste 201
Address:	Colorado Springs, CO 80918
Phone:	719-522-0595 X204
Website:	http://www.ltconly.com/
Bio:
LTC Planning Experience:	Individual, Associations, Multi-life, Asset Based. Experience as personal producer: career agent, individual broker, LTC General Agent
Industry Certifications:	CLTC
Has Sold LTCI Since:	1994
About Me:	I have a degree in Gerontology and have worked in the field of long-term care since 1985. I have worked in Nursing Homes, Assisted Living Facilities and in Home Care Agencies. As well as selling long-term care insurance since 1994, I have trained over 10,000 agents on long-term care planning, assisted with the development of the Corporation for Long-Term Care Certifications course materials, and am current CLTC instructor. I have spoken at many industry conferences, and have been quoted in Kiplinger's Personal Finance magazine. I have consulted with several major insurance carriers and LTC General Agents. My husband and I own LTC Connection which is the industry's leading provider of web based sales and marketing tools for agents. LTC Connection also publishes the LTCi Digest, the industry's only publication of late breaking news.
Owns LTCI:	My spouse and I own long-term care insurance, as well as providing it to both sets of parents.

Contact Info:
	Aaron Eisenach Krieger & Associates... an ICB Company
Address:	7175 W Jefferson Ave Suite 1300
Address:	Lakewood, CO 80235
Phone:	303-697-8988
Website:	http://www.kriegerltc.com/
Bio:
LTC Planning Experience:	Aaron has offered LTC Insurance to individuals, employers, and associations since 1996.
Industry Certifications:	CSA-Certified Senior Advisor, LTCP - Long-Term Care Insurance Professional, Member - American Association for Long-Term Care Insurance, CLTC
Has Sold LTCI Since:	1996
About Me:	Mr. Eisenach manages a brokerage representing many of the top insurance carriers available. Prior to assuming his current role with Krieger & Associates, he twice ranked in the top six producing agents nationwide with one of the largest insurance carriers in the country. Aaron's passion for Long-Term Care Insurance began when his grandfather spent many years receiving care due to Alzheimer's Disease. Now Aaron's own father suffers from the disease, and is receiving home care benefits from a Long-Term Care Insurance policy. A native of Colorado, Aaron graduated with honors from Colorado State University. Aaron and his wife, Cheryl, enjoy raising four children at their home outside of Brighton. Coaching little league sports, helping his children with 4-H projects, and serving as the pianist at his local church are a few of the activities that take up his free time.
Owns LTCI:	My wife and I have Long Term Care coverage

Contact Info:
	John Frederick CarePlus
Address:	6946 West Virginia Place
Address:	Lakewood, CO 80226
Phone:	800-597-7751 x402
Website:	http://www.careplusltc.com/
Bio:
LTC Planning Experience:
Industry Certifications:
Has Sold LTCI Since:
About Me:
Owns LTCI:

Contact Info:
	Terry J. Hjelkrem Member
Address:	2975 Brogans Bluff Dr.
Address:	Colorado Springs, CO 80919
Phone:	719-593-9067
Website:
Bio:
LTC Planning Experience:	Exclusive LTCI agent representing over 1/2 dozen companies
Industry Certifications:	member NAIFA; CPA - inactive
Has Sold LTCI Since:	1992
About Me:	LTCI agent through ACSIA (founded in 1956), the originator of LTCI in 1973
Owns LTCI:	Yes plus our three children all have LTCI policies

Contact Info:
	Eunice E. Krieger Member Emeritus Krieger & Associates, Inc.
Address:	7175 W Jefferson Ave Suite 1300
Address:	Lakewood, CO 80235
Phone:	303-697-8988
Website:	http://www.kriegerltc.com/
Bio:
LTC Planning Experience:	I have specialized in LTCI since 1988---and LTCI is all we do. I have taught Continuing Education classes for the required LTCI certification in the state of CO for varied leading insurance carriers and many NAIFA Chapters throughout the state of Colorado as well as The International Association for Financial Planning, and the Certified Public Accountant’s National Association meeting in Las Vegas. I have testified in varied Committee Meetings at the State Capital in regard to legislation pertaining to LTCI. I have conducted seminars in Pre-Retirement Workshops for Kaiser Permanente, AAA, Lockheed Martin, Jefferson County Schools, State of Colorado, as well as Trust Departments for several banks and credit unions.
Industry Certifications:	LTCP and MDRT
Has Sold LTCI Since:	1988
About Me:	Our goal has been to meet the individual needs of our client, realizing that long-term care is a subject they perhaps do like or want to think about, but that it is imperative that they recognize the financial problem it poses, understand their alternatives, and then decide what should be done about it. LTCI is an integral component in their retirement planning. We are also a resource to other producers as our practice has a wholesale division where we appoint and train other producers in the state.
Owns LTCI:	My husband and I purchased our policies sixteen years ago. We both realized how important it was to buy policies that were affordable because we were much younger then the average person buying a policy back then---but more importantly we were both insurable. We realized that is better to look into your LTC protection options many years too early rather than one day too late.

Contact Info:
Name:	Ralph Leisle LTC: Decision Systems Inc
Address:	10224 Eagle Feather Place
Address:	Littleton, CO 80125-8309
Phone:	720-922-9060
Website:	http://www.ltcia.com/
Bio:
LTC Planning Experience:	I have been involved with LTC planning since 1989. Initially my practice included LTC as a separate item focused on retired clients. In 1996 I added LTC planning as a fundamental part of all financial planning including affluent and business executive clients of any age. Some of my planning concepts are published by the National Underwriter Life and Health Edition. Copies of several articles are available at http://www.LTCia.com or National Underwriter Archives.
Industry Certifications:	I hold designations of CASL (Chartered Advisor for Senior Living), ChFC (Chartered Financial Consultant, and CLU (Chartered Life Underwriter). All are The American College designations.
Has Sold LTCI Since:	1989
About Me:	Since year 2000 I have maintained my insurance client base while changing my focus to the development and distribution of the "LTC Economic Impact Planning Model" and other LTC software programs. The "Impact Model" incorporates a holistic estate planning approach to LTC, which helps advisors and their clients fully understand the financial impact of future care events on family wealth. The program also helps clients determine the optimum mix of insurance benefits, remaining co-pay or self funded care, and premium, based on their objectives and risk tolerance.
Owns LTCI:	My wife and I have been LTC insured for the past 10 years.

Contact Info:
	Carolyn Samuelson COPIC Insurance
Address:	7351 E. Lowery Blvd.
Address:	Denver, CO 80203
Phone:	720-858-6000
Website:	http://www.callcopic.com/
Bio:
LTC Planning Experience:	Selling LTC since 1996
Industry Certifications:	CLTC-Corporation for Long Term Care Insurance, LTCP-Long Term Care Professional (HIAA) Certificate in Gerontology, University of Denver
Has Sold LTCI Since:	1996
About Me:	My awareness of the difficulties people face as they age began shortly after college when I worked for the Part B intermediary for Medicare in 1966. Those early career years gave me a desire to help people plan for their later years before being faced with a health care crisis. Understanding health care delivery helps me advise physicians, dentists and their families.
Owns LTCI:	My husband and I have reimbursement and indemnity policies.

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