I have been an Independent Insurance Broker since 1972. My professional designations include CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant). I specialize in the areas of Retirement Planning and LTC Insurance Planning.
My clientele include individuals, families and small businesses. Helping clients plan for a successful retirement requires knowledge of the insurance marketplace as well as the latest laws and tax considerations governing Long Term Care, Medicare and Social Security. My education and years of practice provide this expertise.
Helping protect your Assets, Income and Lifestyle is my motto. In an ever changing tax, economic and technical environment, I use my Risk Management experience and expertise to help you accomplish these goals. In implementing LTC Insurance, Life Insurance and Medicare Advantage/Supplement/Rx Plans, I will find the most competitive products with the strongest carriers.
List of Services
Long Term Care Insurance Planning
Medicare Advantage, Supplement and Prescription Drug Planning
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contactme
BUD OTTO, CLU ChFC
Senior Risk Management
6025 Sandy Springs Cir. NE Ste 256
Sandy Springs, GA 30328
The National Care Planning Council and its affiliated members are dedicated to helping the American public recognize the need for long term care planning and to helping implement that planning.
Integrity and honesty are at the heart of our business. It is our intent to create an organization whose members deliver reliable and honest services. As prestige of membership grows so will our standards. Furthermore, we want the community to expect that our members are the best in their field.