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.
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 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.
Contact Us
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.