About Us

INDIVIDUAL •   GROUP  •  ASSOCIATIONS


 

Karen A. Olson, CLTC provides financial planning, and products that include a Long-Term Care insurance option to individuals who want to gain control of their financial future, and businesses that want to provide a LTC insurance group benefit to their employees.

As an independent Long-Term Care Insurance Specialist, Karen provides a unique service, objectively evaluating multiple carriers to ensure they meet her clients’ high standards. After conferring with a client and analyzing their particular situation, Karen narrows her findings to the carriers that are best suited to the client's needs. This allows her to fully explore policy options and find affordable premiums for the benefits each client wants.

Karen provides personal solutions to clients and referrals with a practical and creative approach.She maintains a New York State Life & Health Insurance License, is approved to offer the NYS Partnership for Long-Term Care (NYSPLTC) and has earned the professional degree of Certified in Long-Term Care (CLTC). She remains involved in various aspects of the financial services industry; including retirement readiness, income solutions and planning, life & disability insurance and group benefits & retirement solutions for businesses.

In 2012, Karen became appointed with United Healthcare-Medicare & Retirement, and now offers Medicare Advantage, Medicare Prescriptions Drug, and their Medicare Supplement Insurance plans.  Her client base reaches beyond New York State, into Florida, Ariozona and Ohio

Karen is a member of various professional organizations, enjoys playing golf, visiting family and spending time with her husband, Ron and two sons.

NYS Lic. LA832543 

                                   Contact Karen:  kolsonltc@gmail.com

                    PH: (716) 558-7515, Toll Free: (800) 251-7754, Ext. 202

                     634 Main Street, Ste. 200  |  East Aurora, NY  |  14052

 

Karen A. Olson, CLTC