Long Term Care Insurance Consultants
Patrice S. Goldfarb is a Certified Senior Advisor, as well as an experienced employee benefits consultant. She has over 20 years of experience in the employee benefits and long term care insurance planning arena. She has worked with individuals, large corporate markets, small businesses and non-profit organizations.
Patti is a Certified Senior Advisor. She has published many health insurance related articles, as well as conducted seminars for accounting firms, bar associations and financial associations on topics such as: “The Myths and Realities of Long Term Care,” “Long Term Care Insurance Design and Planning”, “Issues to Consider in Choosing the Right Health Plan”; “Long Term Care Insurance Design and Planning” and “International Health Insurance Issues”. She has also been quoted in both Forbes, Fortune, Kiplinger Reports, Managed Care magazine and more. She has been a certified instructor for the Life Underwriters Training Council and the New York State Department of Insurance.
In 1999, she founded the New York State Association of Health Underwriters and remains on the board as a trustee. She is also a former President of the New York City chapter of Women’s Life Underwriter’s Confederation and has sat on the board of the New York City chapter of the National Association of Life Underwriters.
Degrees:
- B. A., Monmouth College
- Postgraduate work, Fairleigh Dickinson University
Licenses:
- Life & Health Insurance
- Variable Annuities
- NASD 6 & 63
Affiliations:
- National Association of Health Underwriters NY State Trustee
- Women Life Underwriters Confederation – Past President New York City
- Society of Certified Senior Advisors
