| Name | Expertise | Status |
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Michael Feinberg, ChFC
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| I am the Executive Director of Synergy Financial Services, concentrating in
life insurance, long term care insurance, and long-term and tax-advantaged
investing. I am licensed for Life, Health, and Securities. I am always happy to answer any questions you may have on any of these
topics. | Available
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Ursula Kiener Ford
Panama
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| I can answer questions in Spanish as well as English. For life insurance: terms of your policy, additional benefits, beneficiaries, endorsements, personal accident policies, etc. Also in Panama for your mortgage the bank requires life insurance (not title).
For health insurance: international vs. domestic coverage, limits, limitations, pre-existing conditions, claims, etc. I can help foreigners who are relocating to Panama get a health insurance policy which is specific for your needs. If you have pre-existing conditions such as diabetes or are a retiree I can help you with your health insurance concerns. | Available
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John (J.R.) McCollough
U.S.
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| I can answer questions pertaining to Life/Health/Medicare insurance for individual and/or family coverage, students, retired/separated military members, small businesses under 20 employees and seniors in the United States.
Additionally, I can assist people in understanding their options if they've been turned down for insurance and do not know about what state and federal programs are available. | Available
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leboyd
U.S.
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| I can answer questions relating to life insurance, estate planning, business succession/continuity planning and tax-effecient retirement planning. I have advised clients for many years on these areas, and how they relate to life insurance.
Likewise, I have worked with many on Long-Term Care needs. | Available
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Sheikh Saeed Ahmad
Pakistan
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| I will appreciate questions regarding life insurance marketing and training to new agents. | Available
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Michael Higgins
U.S.
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| All questions pertaining to health insurance, whether group, individual/family, student, child-only, COBRA, HIPAA, Portability, dental. No expert knowledge in areas such as life insurance, disability, workman's compensation, auto, etc. | Available
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Dave Bowman
U.S.
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| I will answer questions of a general nature regarding life insurance, disability income insurance annuities (fixed and variable) and long term care insurance. Also, questions regarding estate analysis. No legal or accounting advice, as I am not a lawyer or a CPA. I do not sell health insurance, so have limited knowledge of the current status of that field. | Available
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Sergio Franco
U.S.
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| Area of expertise is Senior Life Settlements and Viatical settlements. I can assist advisers in qualifying clients for these type of transactions. I can assist policyholders to determine if they are an appropriate candidate for these transactions and I can assist consumers if they are approached to invest in these type of transactions. | Available
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Paul Walker
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| I can answer most questions relating to Expatriate Medical and Health Insurance. UK Health Insurance and most Pan European Models. Additionally, persons looking to pay for surgery without insurance in the UK and parts of Europe. | Available
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Eileen J. Tell
U.S.
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| I can help inform and educate people about long term care insurance and whether it is a product they should be considering. I can help them evaluate different policies or answer basic questions about long term care needs and costs. I have over 15 years experience developing and evaluating long term care insurance products and services and have worked with most of the leading companies in the field. I do not receive any commissions or fees from any companies, so my views are independent and neutral. | Available
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Lee Horner
U.S.
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| Senior (age 70 to 90) premium financed life insurance questions, particularly for cases where the insured's family doesn't get the death benefit; sale of such policies in the secondary market; what to look out for because there are good programs out there and not so good. I do not answer questions about stock markets, mutual funds nor variable life contracts. I will advise you of your options and make recommendations as appropriate. Questions regarding USA residents only. Let me know as much as you can about your situation for best results. | Available
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Mark Sandeen
U.S.
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| I am an expert in questions regarding Medicare,Medi-Cal IRA Rollovers and distributions. I also specialize in an under-ultilized Long Term Care benefit for Veterans and their spouses called Aid & Attendance. | Available
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George J. Zacherl
U.S.
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| I am the Managing Partner of Colao & Zacherl Insurance Group. We specialize in Health, Life, Disability, and Supplemental Insurance policies for both groups and individuals. We are an independent agency representing several different carriers so that we can offer the widest variety of options for our clients. | Available
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John M. Buob
U.S.
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| I am a tax planner, preparer and business owner. Spent many years in the life insurance business. I advised business owners on the the aspects of business owership and tax planning for their business. I DO NOT answer questions about the stock market. | Available
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Willard R. Brumbaugh, LUTCF, CSFP
U.S.
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| I can handle questions concerning life insurance, it`s tax implications, how to determine what is appropriate, and how it fits in one`s estate and retirement planning. | Available
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