About fifteen years ago, my wife, Myra and I had the distinct pleasure of being connected to Ross Perloe of Perloe Financial via the Central Conference of Reform Rabbis (CCAR) in order to learn more about long-term care insurance. This connection has proven to lead us to one of the most wise and vital decisions we have made regarding our healthcare for the future. It is thanks to the professionalism and expert knowledge of Ross Perloe, that we purchased our long-term care policies, at a time when we never dreamed we would need them. They have turned out to be invaluable.
At the time we met with Ross, we were in good health—not struggling with any issues; despite the fact that Myra had thankfully survived pancreatic cancer previously. During our discussion he explained that because we were in good health it would be far easier to obtain long-term care insurance. He listened to our needs and goals carefully, always followed up, and allowed us to make an informed decision…(con’t)