One of America's pioneering firms in the long-term care insurance field, LTCA traces its roots back to 1972. Today Mr. Forman is known as the co-author of the popular reference used throughout the industry, "The Advisor's Guide to Long-Term Care" (2nd Ed.) published by National Underwriter.
Join the Congressional Research Service, LIMRA and Kiplinger's Personal Finance in sourcing our expertise.
Co-author, "The Advisor's Guide to Long-Term Care" (2nd Ed.) published by National Underwriter
Member, Select Committee to Redesign WA State 8-hr Partnership Course Outline (2013)
Interviewed by LIMRA, TheBiz.tv, ProducersWEB
Featured columnist, #1-ranked LTCI Expert ProducersWEB (2010 - Present)
Featured columnist, ProducerseSource (2011 - 2013)
Member, John Hancock Key Distributor Advisory Council (2009 - 2013)
2012, 2013, 2014 Best of the Web Finalist, SeniorHomes.Com "Social Media Rockstar" (Organizations)
Quoted in Kiplinger?s Personal Finance "Make Sure Your Insurer Pays Up" (5/09)
Consultant to Congressional Research Service, "CLASS Provisions in the Patient Protection and Affordable Care Act" (5/10)
Featured article in Agent's Sales Journal Special Issue "2010 LTCi Selling Guide" (9/10)
Regional Representative, Center for Long-Term Care Reform (2008 - Present)
Member, American Association of Long-Term Care Insurance (2005 - Present)
BFA, UCLA, Magna cum Laude, 1991
Member, American MENSA (2012 - )
His guidance throughout the years has assisted thousands of producers and clients of all ages, as well as his peers in the financial services industry. Many large organizations such as the American Society for Clinical Pathology and the Anheuser-Busch Employees' Credit Union endorse and rely upon Long Term Care Associates to advise their members when it comes to their long-term care planning needs.
Mr. Forman is licensed to solicit insurance in 49 states and the District of Columbia, and is qualified to offer both CA Partnership and DRA Partnership plans as well. He is married to the love of his life Sarah, a private tutor, who works with academically challenged students.