in long-term care planning. Vital conversations about how to deal with an extended care situation are often avoided because of misconceptions about long-term care and/or long-term care insurance. Our goal is to educate our clients as to the variety of available products, funding options, the underwriting process and how they might be able to take advantage of recent tax law changes to fund their plan in the most cost-effective manner.
folks sort through the multiple solutions available today.
that what is an appropriate strategy for one client may not be the best for another.
that developing the most appropriate plan involves understanding our clients’ objectives
Stopulos Insurance Solutions. Pat is a lifelong resident of the Quad Cities. He is a graduate of the University of Iowa and has earned the professional designation of Certified in Long-Term Care. A licensed insurance agent since 1983, he has served as President of the Independent Insurance Agents of Scott County (IA). Pat and his wife, Kathy, reside in Davenport.
We have professionally and ethically served the needs of clients in eastern Iowa and western Illinois for over ten years.
are always free and come with no obligation.
reaching the age of 65 will require some type of long-term care services in their lifetime according to government statistics.
We operate as an independent agency representing most of the industry’s leading long-term care insurance companies. We believe we can best serve our clients by having access to high quality insurance carriers that offer innovative, comprehensive and competitively priced products. We are proud to represent these fine companies:
“I have worked directly with Pat Stopulos for my entire 30-year career as an estate planning attorney. He has helped many of my clients with long-term care planning issues. He has been an invited speaker to workshops we sponsor to educate consumers on various important issues. I am extremely comfortable introducing my legal clients to Pat. He always provides a thorough, independent and professional analysis.”
I have worked directly with Pat Stopulos for my entire 30-year career as an estate planning attorney. He has helped many of my clients with long-term care planning issues. He has been an invited speaker to workshops we sponsor to educate consumers on various important issues. I am extremely comfortable introducing my legal clients to Pat. He always provides a thorough, independent and professional analysis.
Pat, I want to thank you for the assistance you have given our mutual clients in securing peace of mind in facing the very real problem of nursing home costs. You are instrumental in having our clients obtain the best defense to this problem - long-term care insurance.
Pat, I wanted to take a moment and again thank you for your long-term care services to many of our clients and also members of my family. Your prompt communication, clear outline of possible coverages and excellent follow up is appreciated.
I have received calls and comments from clients thanking me for my suggestion to call you. The expense of long-term care is a frightening issue for many. Your compassionate yet “to the point” style and your thorough knowledge of this important protection is appreciated.
Professional, knowledgeable and patient describe Pat Stopulos. Without his guidance and explanation of policy details, we would have been at a loss as to the best choices to fit our specific desires for a long-term care plan. I would highly recommend him to anyone.
We attended one of Pat’s seminars where we learned that we could use our annuities to fund a long-term care plan tax-free through a 1035 Exchange. His knowledge and patience helped us choose the right plan for us.
Pat, thank you for helping our clients navigate through the maze of long-term care products. We appreciate you taking the time to help them understand how long-term care insurance can protect them and their families from possible financial destruction. We are grateful for the opportunity to work with you.
If you wish to learn more about long-term care solutions, we invite you to contact us. If you are an attorney or financial advisor and have a client who you believe could benefit from a conversation about long-term care strategies, we would welcome the opportunity to work with you.
