Welcome clients of Tobe Gerard!
To all of my wonderful clients:
I wanted to let you know that I retired on March 1.
I have been honored to have been your agent during my 23+ year career in long term care insurance.
I feel very fortunate that I have a wonderful colleague and friend who will be taking over the servicing needs of my clients. Her name is Linda Thalheimer.
Linda has 23+ years of experience in long term care insurance as well as a background in health care. Linda and I share the same value system. The job of any long term care insurance specialist is to make sure that the insurance company delivers on its promises. We believe in being there for our clients from when they first purchase a policy right on through until claim time.
You are welcome to reach out to Linda at any time with any questions that you may have.
Thank you again for the opportunity to have worked with you.
Sincerely,
Tobe
Tobe Lynn Gerard, CLTC, MBA, MLS
Click here to download HIPAA Release Forms:
Questions? Please feel free to call us anytime!
We are committed to continuing to provide you with the level of care & service that is the definition of Tobe's practice, as well as ensuring that this transition is made as comfortable & easy as possible. We are happy to submit forms on your behalf & provide the appropriate follow up actions.
Please contact Linda's assistant, Maureen, for more information.
(508) 310-3210 maureen@longlifeplanning.com