Posted 6/11/20 —
As we officially move into the green phase of state reopening this week, we wanted to share what this will look like for us.
As always, the safety of our clients and team members remains our top priority. We will continue offering video conferencing or phone calls for every client who wishes to meet remotely. For those who desire to meet in person, we will begin scheduling in-person meetings beginning Monday, June 22nd. All meetings held in our offices will adhere to PA state guidelines. While not all-encompassing, this will include:
Attention to Sanitization
For a full list of green phase regulations, please refer to the list outlined on Governor Wolf’s website. If you have any questions, please feel free to contact us or call our office at 717-796-1700.
You have important questions, and we want to get you answers. We offer everyone a complimentary, no-strings-attached Exploration Meeting where we get to know each other, understand what you’re looking for, and answer all of the questions you have. In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire.
Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name and email below and let’s get started!
The topic of long-term healthcare can be complex, time consuming, and, quite frankly, not a lot of fun. We’re here to help.
We are Dave Ramsey ELPs for long-term care, as well as SmartVestor Pros. We offer all of Dave’s fans a complimentary, no-strings-attached LTC Exploration Meeting where we will take the time to know you, answer your questions about LTC, and provide quotes and recommendations tailored specifically for you.
To prepare quotes for you, we ask that you complete a short three-minute online LTC Questionnaire.
One we receive your questionnaire, we will shop your case to multiple insurance companies, prepare quotes, and reach out to schedule your LTC Exploration Meeting. Type your name and email below and let’s get started!