Lisa Snook-Mohan, M.A., LTCP, MSAA
Lisa is an independent insurance broker licensed with over forty (40) companies. A graduate of the University of New Hampshire with an M.A. from Middlebury College, Lisa taught for twenty years at the Williston-Northampton School, retiring as English department chair. She has specialized in retirement and long-term care planning since 1998. Her professional designations of LTCP and MSAA qualify her to advise clients on all options for planning in retirement including legal instruments, government programs, Medicare health and prescription plans, private and community resources, annuities, and life and long-term care insurance. In addition to working with individuals, associations, businesses and academic institutions, Lisa hosts educational seminars and partners with attorneys and financial advisers.
Designations: Connecticut Partnership for Long-Term Care Certified, Long-Term Care Professional (LTCP), Medicare Supplement Accredited Adviser (MSAA)
Active Member: American Association for Long-Term Care Insurance (AALTCI), Center for Long-Term Care Financing (CLTCF), Greater Northampton Chamber of Commerce, National Association of Medicare Supplement Advisors, Pioneer Valley Estate Planning Council (PVEPC)
Achievements: Authorized LTCI Representative for Massachusetts Teachers Association, Contributor to Life and Health Advisor, Featured Speaker WBIX Boston Business Station, National LTCI Sales Achievement Award "Top 100," Resident Advisor in area pharmacies for launch of Medicare Part D
Owen G. Mohan, LTCP, MSAA, LUTCF
Owen is an independent insurance broker licensed with over forty (40) companies. He has specialized in retirement and long-term care planning since 1993. His professional designations of LTCP, MSAA and LUTCF qualify him to advise clients on all options for planning in retirement including legal instruments, government programs, Medicare health and prescription plans, private and community resources, annuities, and life and long-term care insurance. In addition to working with individuals, associations, businesses and academic institutions, Owen hosts educational seminars and partners with attorneys and financial advisers.
Designation: Connecticut Partnership for Long-Term Care Certified, Life Underwriters Training Council Fellow (LUTCF), Long-Term Care Professional (LTCP), Medicare Supplement Accredited Advisor (MSAA), New York Partnership for Long-Term Care Certified
Active Member: American Association for Long-Term Care Insurance (AALTCI), Center for Long-Term Care Financing (CLTCF), Greater Northampton Chamber of Commerce, National Association of Medicare Supplement Advisors, Pioneer Valley Estate Planning Council (PVEPC)
Achievements: Authorized LTCI Representative for Massachusetts Teachers Association, Contributor to Life and Health Advisor, Featured Speaker WBIX Boston Business Station, Member President's Honor Circle, NALU Sales Achievement Award, Resident Advisor in area pharmacies for launch of Medicare Part D