David Wilcox is a well-known expert on the subject of long-term care. His educational workshops have been widely attended by retirees, medical professionals, trust officers, CPAs, CFPs, and insurance agents. He has been a moderator for the American Colleges "Planning for Seniors" and "Long-Term Care courses." He has been a featured guest on "Senior Lifestyles Talk Radio," discussing senior issues. During the past twenty-two years, David has developed a specialty in working with retirees and those about to retire who want to protect their assets and avoid dependence on others. His marketing efforts include networking with CPAs, CFPs, P&C Agents, client introductions, and numerous consumer seminars.
Mr. Wilcox, a native of Florida, is a graduate of Florida State University. David served in the U.S. Army Reserves as a Captain - Combat Engineers and was honorably discharged in 1992. He is one of the first agents in the country to receive "Certified in Long-Term Care" designation. David is a certified Master Instructor for the CLTC designation course having given over 85 classes throughout the country. He is also a member of the National Association of Insurance and Financial Advisors, and the American Association for Long-Term Care Insurance. David is a Life and Qualifying member of the Million Dollar Round Table with multiple years of Court of the Table membership. David writes over 100 policies a year and 7+ millions of annuity and securities related products.
I’ve been selling LTCi for years…this course is excellent for new agents as well as experienced. My selling activities will be completely changed as a result of taking eLearning, because I was emphasizing the wrong things!-J.H. CLU, ChFC, Mass Mutual