Retirement Guard

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RetirementGuard, LLC specializes in the design, communication, enrollment, and on-going administration of voluntary long-term care insurance programs. In addition we design asset linked and traditional extended care solutions for individuals. Our mission is to enhance quality of life and peace of mind through the use of tax qualified traditional and asset based long-term care insurance strategies. We believe our client’s interest always come first. If we are diligent in serving our clients’ needs—our success will follow. We are independently owned, and were established largely in response to a void that exists in the successful delivery of long-term care insurance programs. Insurance products and options, which have not been ‘consumer friendly’, coupled with a lack of vendor focus on consumer education, has traditionally resulted in poor participation and lack of appreciation of sponsored plans. Our two senior principals have account management responsibilities for all of our clients. RetirementGuard’s value proposition is that through proper selection of insurance products, realistic plan designs, and extraordinary focus on education and technology, we can significantly increase awareness of long-term care insurance and long-term care financing issues. RetirementGuard works directly with a diverse group of clients that include Yale University, Brown University, the University System of New Hampshire, Boston Medical Center, several Harvard teaching hospitals, and the Beacon Mutual Insurance Company. We are more interested in long-term relationships than short term participation goals. RetirementGuard asks difficult questions. With annual nursing home costs expected to exceed $180,000 annually in fifteen years, how many of your employees will truly be financially secure? This raises other questions such as “What is financial security, and is financial security attainable?” Increasingly, high net worth individuals are also purchasing long-term care insurance. The concern may not be “need’ in the strictest sense, but one of not wanting to be financially uncomfortable, or not wanting to put principal at risk. For these individuals, the insurance purchase is motivated by the sense that it is a pure risk management business decision. We are comfortable and experienced in dealing with this mindset and risk profile. Craig Davis and Sandy Dennis are co-founders of RetirementGuard. Craig has over 20 years experience in the long-term industry, primarily in the employee benefit realm. Sandy is responsible for all facets of operations, and is our Chief Operations Officer and Chief Happiness Officer. Client happiness is synonymous with the firm’s success. We offer clients a level of specialization, service, and expertise that they will have difficulty finding anywhere else. www.ClassActProvisions.com www.RetirementGuard.com/beta (for individual products) www.RetirementGuard.com

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