LTC -

About the Author

Biography of Arthur Stein, CFP^®

Mr. Stein specializes in long-term care (LTC) insurance. His goal is to find the most cost effective policy for each and every client.

Modern Maturity magazine called him an "industry expert" on this topic. In addition to being a CERTIFIED FINANCIAL PLANNER^TM professional, he is a state approved long-term care instructor for accountants, financial planners and insurance agents. Mr. Stein's LTC insurance web site is www.ltcguide.com.

Prior to his career in financial planning, Mr. Stein ran the foreign aid program of the Government of Botswana, was the first full-time staff economist for the House Ways and Means Committee, taught economics at Murdoch University in Australia and ran his own business. His BA in Economics is from Tulane University and his MA in International Economics is from Johns Hopkins University.

Articles:

“A Misfire on LTCI,” Senior Market Advisor, November 2003.
“Be Careful With Inflation Protection,” Chapter 31 in 50 Ways to Boost Your LTCI Sales, December 2002.
"Long-term Care: Costly, Common," The Northern Virginia Journal, August 13, 2002, Health Section, page 2.
Compare Before Buying Long-Term Care Policy," Federal Times, May 27, 2002.
"Group Long-Term Care Insurance for The Federal Family Announced," Financial Planning Association Capital Area Newsletter, May 2002.
"Making Sense of The New Federal LTC Insurance Offering," Montgomery County Sentinel, April 4, 2002, page 4.
"A Package Deal," Senior Market Advisor, December 2001.
"Estate Planning Using LTC Insurance," Golden Gazette, August 2001.
"Long-Term Care Insurance As An Estate Planning Tool," Estate Planning Newsletter, Society of Financial Services Professionals, Spring 2001.
"Teaming Up With A LTC Specialist," National Underwriter, April 30, 2001.
"Partnerships with LTC Experts," Insurance Advisor, January 2001.
"Estate Planning with LTC Insurance," FPA Newsletter, January 2000.
"Long-term Care Insurance as a Financial Planning Tool." ICFP Insider, July 1999.
"How the New Tax Bill Alters Investment Strategies," Bethesda Gazette, Oct. 15, 1997.
"The Challenge to Remain Self Employed," Market Monthly, May 1995.
"Retirement Is Unemployment for the Rest of Your Life!" ASMP Bulletin, September 1995.
"Seven Steps to a Prosperous Retirement," Market Monthly, May 1994.
"Financial Planning for the Self-Employed," The Picture Professional, # 3, 1994.
"How to Reduce Taxes and Increase Returns," Market Monthly, December 1994.

His quotes and/or letters have appeared in the Federal Employees News Digest, FederalNewsRadio.com, Financial Advisor, Global Link, Kiplinger's, Kiplinger's Retirement Report, LTC Insurance Sales Strategies, Modern Maturity, Mutual Funds, National Underwriter, PlanetGov.com, Provider, Senior Market Advisor, Smart Money, TheStreet.com, Wall Street Journal, Washington Post and Washington Times.

Mr. Stein has spoken on LTC insurance for:

National Meetings: Society of Actuaries 2003 Conference, June, 2003, Vancouver, Canada; Society of Actuaries Intercompany LTC Conference, January 2002, Beverly Hills, CA; LTC Insurance Forum, April 2002, New Orleans, LA; 15th Private LTC Insurance Conference, August 2001, Miami FL; and the 14th Private LTC Insurance Conference.
Professional groups: Association of Health Insurance Advisors, Financial Planning Association of the National Capital Area, MD Ass. Of Health Underwriters, Northern Virginia Chapter of the Institute of Certified Financial Planners, NVALU Ann. Sales Conf.
Consumer and senior groups: AARP Consumer Protection Forum, Adults with Aging Parents, Arlington and Fairfax Area Agencies on Aging, Arlington Steering Committee on Elder Issues, Jewish War Veterans, Montg. County NARFE, United Seniors Health Cooperative.
Radio: WCBC, WRC, WTOP, WUST, WWRC.
eleconferences: American Ass. for LTC Insurance, Health Care Financing Agency.
Adult education: Alexandria, Fairfax and Montgomery County community education departments, DC Jewish Community Center, DC Public Library, Jewish Council for the Aging, Montgomery College Adult Education, Montgomery County Commission for Women, Northern Virginia Community College, USDA Graduate School.
Government: Ass. of Federally Employed Women, Commodities Future Trading Commission, Department of Defense (IG), Export Import Bank, National Capital Training Center, Navy, National Labor Relations Board, National Transportation Safety Board, Nuclear Regulatory Commission, Pension Benefit Guarantee Corp., Surface Transportation Board, Treasury Executive Institute, USDA Graduate School.

Churches: Aldersgate United Methodist, Burke Presbyterian, St. Peters and Unitarian Universalist Church of Arlington.

Memberships:

American Association for LTC Insurance
Association of Health Insurance Advisors

Financial Planning Association of the National Capitol Area (board member)

International Board of Standards and Practices for Certified Financial
Planners

Million Dollar Roundtable

National Association of Insurance and Financial Advisors.

Arthur Stein, CFP^®
240-235-1325
Email: astein@ltcguide.com

Copyright 1998 Arthur Stein. All Rights Reserved.
No reproduction without permission. Contact astein@ltcguide.com
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About the Author Biography of Arthur Stein, CFP^® Mr. Stein specializes in long-term care (LTC) insurance. His goal is to find the most cost effective policy for each and every client. Modern Maturity magazine called him an "industry expert" on this topic. In addition to being a CERTIFIED FINANCIAL PLANNER^TM professional, he is a state approved long-term care instructor for accountants, financial planners and insurance agents. Mr. Stein's LTC insurance web site is www.ltcguide.com. Prior to his career in financial planning, Mr. Stein ran the foreign aid program of the Government of Botswana, was the first full-time staff economist for the House Ways and Means Committee, taught economics at Murdoch University in Australia and ran his own business. His BA in Economics is from Tulane University and his MA in International Economics is from Johns Hopkins University. Articles: “A Misfire on LTCI,” Senior Market Advisor, November 2003. “Be Careful With Inflation Protection,” Chapter 31 in 50 Ways to Boost Your LTCI Sales, December 2002. "Long-term Care: Costly, Common," The Northern Virginia Journal, August 13, 2002, Health Section, page 2. Compare Before Buying Long-Term Care Policy," Federal Times, May 27, 2002. "Group Long-Term Care Insurance for The Federal Family Announced," Financial Planning Association Capital Area Newsletter, May 2002. "Making Sense of The New Federal LTC Insurance Offering," Montgomery County Sentinel, April 4, 2002, page 4. "A Package Deal," Senior Market Advisor, December 2001. "Estate Planning Using LTC Insurance," Golden Gazette, August 2001. "Long-Term Care Insurance As An Estate Planning Tool," Estate Planning Newsletter, Society of Financial Services Professionals, Spring 2001. "Teaming Up With A LTC Specialist," National Underwriter, April 30, 2001. "Partnerships with LTC Experts," Insurance Advisor, January 2001. "Estate Planning with LTC Insurance," FPA Newsletter, January 2000. "Long-term Care Insurance as a Financial Planning Tool." ICFP Insider, July 1999. "How the New Tax Bill Alters Investment Strategies," Bethesda Gazette, Oct. 15, 1997. "The Challenge to Remain Self Employed," Market Monthly, May 1995. "Retirement Is Unemployment for the Rest of Your Life!" ASMP Bulletin, September 1995. "Seven Steps to a Prosperous Retirement," Market Monthly, May 1994. "Financial Planning for the Self-Employed," The Picture Professional, # 3, 1994. "How to Reduce Taxes and Increase Returns," Market Monthly, December 1994. His quotes and/or letters have appeared in the Federal Employees News Digest, FederalNewsRadio.com, Financial Advisor, Global Link, Kiplinger's, Kiplinger's Retirement Report, LTC Insurance Sales Strategies, Modern Maturity, Mutual Funds, National Underwriter, PlanetGov.com, Provider, Senior Market Advisor, Smart Money, TheStreet.com, Wall Street Journal, Washington Post and Washington Times. Mr. Stein has spoken on LTC insurance for: National Meetings: Society of Actuaries 2003 Conference, June, 2003, Vancouver, Canada; Society of Actuaries Intercompany LTC Conference, January 2002, Beverly Hills, CA; LTC Insurance Forum, April 2002, New Orleans, LA; 15th Private LTC Insurance Conference, August 2001, Miami FL; and the 14th Private LTC Insurance Conference. Professional groups: Association of Health Insurance Advisors, Financial Planning Association of the National Capital Area, MD Ass. Of Health Underwriters, Northern Virginia Chapter of the Institute of Certified Financial Planners, NVALU Ann. Sales Conf. Consumer and senior groups: AARP Consumer Protection Forum, Adults with Aging Parents, Arlington and Fairfax Area Agencies on Aging, Arlington Steering Committee on Elder Issues, Jewish War Veterans, Montg. County NARFE, United Seniors Health Cooperative. Radio: WCBC, WRC, WTOP, WUST, WWRC. eleconferences: American Ass. for LTC Insurance, Health Care Financing Agency. Adult education: Alexandria, Fairfax and Montgomery County community education departments, DC Jewish Community Center, DC Public Library, Jewish Council for the Aging, Montgomery College Adult Education, Montgomery County Commission for Women, Northern Virginia Community College, USDA Graduate School. Government: Ass. of Federally Employed Women, Commodities Future Trading Commission, Department of Defense (IG), Export Import Bank, National Capital Training Center, Navy, National Labor Relations Board, National Transportation Safety Board, Nuclear Regulatory Commission, Pension Benefit Guarantee Corp., Surface Transportation Board, Treasury Executive Institute, USDA Graduate School. Churches: Aldersgate United Methodist, Burke Presbyterian, St. Peters and Unitarian Universalist Church of Arlington. Memberships: American Association for LTC Insurance Association of Health Insurance Advisors Financial Planning Association of the National Capitol Area (board member) International Board of Standards and Practices for Certified Financial Planners Million Dollar Roundtable National Association of Insurance and Financial Advisors. Arthur Stein, CFP^® 240-235-1325 Email: astein@ltcguide.com Copyright 1998 Arthur Stein. All Rights Reserved. No reproduction without permission. Contact astein@ltcguide.com Design by valot.com