Charlie began his career in 1983. His career has focused on the individual and small business markets, specializing in Long Term Care, Life Insurance and Annuities. He maintains an office in Plano, Texas and lives with his wife of 40 years, Barbara, in McKinney, Texas.
blaine webb
Partner
Blaine has worked in the insurance field since 2009 and specializes in numerous products important to today’s needs. He is a Dave Ramsey Endorsed Local Provider for Long Term Care Insurance. He also leads training calls, seminars, and speaking engagements on multiple products. He works directly with individual clients as well as financial advisors and other professionals.
He maintains an office in Houston, Texas and lives with his wife of 5 years, Tiffany.
jerry brown
Senior Partner
Jerry Brown is a long term care planning specialist in Texas and the surrounding states. Since 2002, Jerry has helped over 2800 individuals and families protect their assets and retirement income from the high risk of long term care. In addition, he helps train other LTC specialist and other financial professions in helping their clients as well. Other highlights include product development committee’s, creating and implementing training courses and manuals and conducting hundreds of seminars and speaking engagements.
Marlene Walters
Office Manager
Marlene Walters began her career in 2001 in Texas. The last nine years Marlene has been the operations leader in our growing and expanding office. She helps system train new field agents, supports experienced agents and their clients, and also gives you the opportunity to speak to a live person when you call our office. Previously, Marlene has spent the past 23 years in the communications and financial industries specializing in problem resolution and customer service.