About Romeo Raabe
Romeo works to assist people in finding ways to finance their long term care. Strategies include traditional Long Term Care Insurance, or if you do not qualify for such coverage, alternative ways to pay for the costs of long term care – before or after the need occurs.
Since 1988, he has been helping people finance long term care. He is on numerous boards in Northeastern Wisconsin and has strategies to help people planning in advance while still healthy, strategies for those not healthy enough to qualify for LTC insurance, and even strategies for those already in care or a facility to make their money last longer or protecting some of their funds. He partners with financial planners and attorneys all over Wisconsin, helping their clients investigate how to deal with Long Term Care.
Strategies include using traditional Long Term Care Insurance, or if you do not qualify for such insurance, there are alternative ways to pay for the costs of long term care – before or after the need occurs. Since 1988, he has been helping people finance long term care.
Romeo writes the Long Term Care Partnership Certification classes, required of insurance agents to sell these types of products. He writes and teaches these courses for a number of states. In addition, Romeo teaches courses for Kaplan Financial, NAIFA (National Association Insurance and Financial Advisors) both locally and at the state level, the FPA (Financial Planning Association), and the American College in Bryn Mawr, PA.
He has also developed classes for Learning in Retirement at UWGB and NWTC in Northeast WI. These classes cover topics on long term care strategies, travel using the internet and how to use ebay (geared to older adults).
Romeo travels to numerous state and national conventions as a speaker on the topic of financing Long-Term Care and how to use Long Term Care insurance appropriately. He is trainer for one of the largest “wholesalers” of Long-Term Care insurance products in the Midwest. In this capacity he travels and trains agencies on how to implement Long-Term Care Insurance products in their client planning strategies.
Elected officials at the State and Federal level, consult Mr. Raabe for suggestions on Medicaid issues as well as how to can encourage people to pay for their own costs of care. This arises out of the concern that the Medicaid program is severely under funded and was intended to help the poorest of the poor attain long term care services. Romeo has also been instrumental in creating awareness at the state level as to the need to promote the Long Term Care Partnership Act and the benefits of a client having even a small long term care policy.
He writes articles for a number of industry publications and has had several articles about him appear in Kiplinger’s Personal Finance magazine.
About Kerry Evers
Kerry is an independent broker and owner of Midwestern Wellness & Insurance Agency. As an agent, Kerry specializes in helping folks understand their health insurance options as they approach early retirement and Medicare coverage, as well as Long Term Care Insurance options for people who don’t qualify for traditional long-term care insurance options and are unsure how to prepare for these chapters of their lives. Understanding your insurance options in retirement is one of the cornerstones of a healthy, happy retirement. Alongside her business partner and cousin, Laura Scherer, Midwestern Wellness and Insurance Agency is a family business with over 20 years of experience in the industry and a dedication to treating your family like their own!
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