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Cathy Flanagan

Consumer Specialist

Cathy Web
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Cathy has specialized in Long Term Care planning for the past 18 years.  She began her career in 1998 spending over 7 years with GE Capital (now Genworth Financial) and 11 years as a partner with Long Term Care Financial Partners (now Acsia Partners, LLC) as a Sr. LTC Specialist and two term board of director’s member.  Cathy has managed, trained, and mentored hundreds of other agents who share the same passion for helping individuals plan for their long term care needs in the future.

Cathy has extensive knowledge of the medical field and how it relates to the insurance industry’s underwriting standards due to a former career in nursing.  She also works side by side with estate planning attorneys, financial advisors, and CPA’s to give their clients the most specialized advice in this most critical aspect of their overall financial plan.

For the past 8 years Cathy has expanded her focus to not only work with individual consumers, but adding employer groups seeking to incorporate LTC plans to their benefit portfolios.  She has counseled, implemented, and enrolled many employer groups throughout the country including law firms, universities, city governments, financial institutions, and technology firms. Her deep knowledge and experience in this sector of LTC planning has made her a vital partner with benefit advisors and their clients.

Cathy is a native Texan and has resided in Dallas, TX for the past 23 years.  She holds a bachelor’s degree from the University of Texas @ Arlington and has earned her CLTC designation as well as State Partnership certifications.

NIPR: 2263181
Licensed in: AZ, CA (#0K07305), CO, FL, GA, KY, MI, MN (#40317769), MO, ND, NJ, NM, NV, NY, OK, OR, SC, TX (#965667), VA, WA

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Here's what people have to say about Cathy Flanagan...

What would you tell a friend or colleague about your experience? 

“Very professional, Cathy really knows her stuff!!”

 

 

 

Was very informative and easy to understand. Made process very easy. Very knowledgeable, low pressure.

 

What did you find most useful about this process?

“Explanation of coverage and premium options.”

“Very knowledgeable and helpful, comfortable explanations, great.”

“Overall knowledge was excellent, very professional. Cathy was very versed and could answer questions which saves time. Quick and easy experience and learned about the LTC options.”

“Cathy is knowledgeable, friendly, and accommodating. She was able to answer all of our questions. She worked with us when it was convenient for my husband and I. ”

 

What did you find most useful about this process?

“Cathy’s flexibility and ability to answer our questions. It took us a little time to absorb the provided information and make a decision.”

 

What would you tell a friend or colleague about your experience?

“That the information provided was excellent and that Cathy was great to work with.”

“Cathy was extremely helpful and knowledgable .”

What did you find most useful about this process?
“The explanation of how long term care insurance works”

What would you tell a friend or colleague about your experience?
“If you are interested in long term care, I would highly recommend Cathy Flanagan.”

“Cathy was very patient with us and stepped us through everything, helping us to understand the policy and the process. It was easy to be stepped through the process and all your questions (will) be answered. They will also work with you to find the right policy for your needs and budget.”

“Cathy showed me all of the possibilities until she found the best plan for me. I was able to study the plan and understand each option.”

 

What would you tell a friend or colleague about your experience?

“Mostly that they need to get this plan as soon as possible while they are younger, and not to wait until they are older like me.”

“Very helpful, took time to understand our needs and worked to find the right product for us.”

“Very professional presentation that included all the information that we were looking for. Worked with us to schedule calls that met our needs. We contacted three providers and she was far better than the other two. I would recommend her to anyone. The process provided information about LTC that we needed. Answered all of our question and discussed with us until we completely understood. We were completely satisfied with the professional presentation and answered all of our questions. Worked with us till we found a plan that fit our needs.”

“Cathy was very thorough and made sure we understood things. She was helpful in getting the application filed. Good explanation of details without being pushy.”