Reviews

Our friend who owns a business providing in-home health care recommended Pete to us when we wanted to look into Long Term Care Insurance. We knew she would be familiar with who was the very best person in the business! And, she was right! Pete did an excellent job sorting through the many companies to present us with the best options for Long Term Care. We waited until we were 70 to purchase LTC (we wouldn't advise others to do that!). There were many LTC companies who would not have accepted us. Pete was able to rule those out without giving our names to them. Companies ask on applications if you have ever been turned down by another company, and that would certainly have made getting a policy more difficult if we personally had been turned down. Pete is very thorough and available for questions while making his communications thoughtfully concise! We most highly recommend Pete as a trusted, competent adviser to anyone even considering LTC insurance. We are hugely grateful for his help with this big decision!

We finalized our long term care insurance purchase tonight. Pete is very knowledgeable; very patient. Pointed out all the options in order to make it the best policy for our needs, as well as our being comfortable with how everything will “play out” when we need to take advantage of our choices. Highly recommend…will also refer him to our friends and family. It actually gives us a peace of mind knowing we have this in place for our future. Thank you, Pete.

Thank you Pete for your care in informing me about LTC and answering my questions this last month! It is an important decision and complex enough that I am glad to have a good adviser. I really appreciated your knowledge about LTC policies as well as financial planning to help guide my decision. I highly recommend Pete, along with his retirement and estate planning network! They have all been a blessing so far and are guiding me safely and easily through fairly complex but very necessary decisions --financial, retirement, LTC insurance, tax and estate planning.

This is a message to all that are considering LTC Insurance Coverage. In working with Pete Livingston, we have found him to be very informed of all the myriad choices in Long Term Care. He made the process simple, yet opened our eyes to the exposure we have in our financial and estate plans. He is direct, informed, knows all the ins and outs of all the plans, and helps design the plan for the individual situation. We grew to become very comfortable with his expertise. Our selection process was over a 3 month period with many agents. He was hands down, the best we encountered!! We would recommend him to anyone considering LTC, which is, what we have discovered to be, a very important piece of the make up of our financial plans.