David Wilcox

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.


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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!

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