ABOUT | Thalheimer

About the Founder:

Linda Thalheimer is a national expert in long term care planning licensed in almost every state. She has been a board member for CLTC, (Certification for Long Term Care) and co-wrote the Guide to Long Term Care Insurance with the focus on claims. She has

co-written the Long Term Care Insurance Chapter 17, in the 2025 MassBar Elder Law Guide. She regularly provides educational seminars to Financial Advisors, Elder Law Attorneys & Employee Groups.

Linda holds the Retirement Insurance Certified Professional certification, RICP, as she understands that long term care planning is one tree in the financial forest, and in understanding the forest better, she is able to help her clients plant the right tree in theirs. She also holds her Licensed Insurance Advisor (LIA) in MA.

Linda started her insurance career as a recruit by GE Financial in 2000. It was a natural transition as an Occupational Therapist, managing rehabilitation departments in a nursing home to helping people afford higher quality options. In 2006, she worked with Empower, focusing on employer long term care offerings and in 2009, she began to focus on growing her independent agency.

Linda is an independent agent and represents all the non-captive products, traditional, hybrid, life with long term care riders, as well as non-traditional products with simplified to guaranteed underwriting. It’s her priority to provide customized, financially appropriate long term care options to enable clients to make educated decisions.

Linda recognizes that as a LTC agent, she is selling the promises of insurance companies. In 2015, Linda added claims support services to her company to make sure those promises are kept. In conjunction with a full-time associate, Linda helps insureds and their families understand their LTC policy benefits and how best to initiate a claim. For those who want assistance in claims, someone to manage the claim and documentation, communicate with the insurance company, doctors and care providers, and manage the on-going invoices and payments, Linda offers a concierge claim service as well.

As a national expert, Linda regularly provides training to attorneys, insurance specialists, advisors, and employer groups. Linda believes the team approach to planning is one of most effective ways to provide excellence to clients’ overall plans.

Licensed Insurance Agent in Life and Health Insurance since 2000

Retirement Income Certified Professional (RICP)
Licensed Insurance Adviser (LIA) in Massachusetts
2026 Webinar for MASSNAELA, on LTC insurance and claims
2025 Co-Wrote Long Term Care Insurance, Chapter 17, 2025 MassBar Elder Law Guide
2024 Published LTC Insurance and Claims Guide with CLTC
(Certified Long Term Care Insurance Specialist), Board Member 2023-2024.
2023- present BuddyIns LTC Trainor for LTC Insurance Professionals
1984-2025 Occupational Therapist (OTR/L)
Master Degree in Health Administration (MHA)
National speaker for Harvard’s Division on Aging

Published chapter in Harvard’s Aging in Good Health Textbook

Thalheimer Insurance was created in year 2000

Jen Perreault - Licensed Agent

Jen is committed to helping clients navigate the complexities of long-term care insurance. Her mission is to provide clients with the information and resources they need to make informed decisions. Whether one is seeking personal coverage, or a business is looking to provide benefits to employees, Jen is here as a guide every step of the way. With a 30+ year background in office management and human resources Jen understands the importance of detail, communication, and comprehensive support. Jen’s experience with long term care is both professional and personal. She is presently caring for her grandmother with dementia who has moved in with her and her family. Understanding the impact of personal caregiving, she is all the more intent on helping others plan for their long term care.

Maureen Clancy - Claims Assistance

Maureen manages all things related to client services & claims assistance. She is also a licensed life and health agent. With a background in marketing & hospitality, she is a natural fit for the Thalheimer Insurance team. She values knowledge, honesty, integrity, and service. Maureen ensures that the promises of insurance companies are kept and understands the importance of having an advocate during what can be one of the most overwhelming times for both individuals & families. Her goal is to help clients understand their benefits and to provide them with peace of mind during the claims initiation process.