← Our Team

Lisa Freeman

Consumer Specialist

Consumer Specialist - https://www.linkedin.com/in/lisa-freeman-27583433

Lisa_Web2
Share on LinkedIn0Share on Facebook0Tweet about this on TwitterShare on Google+0Email this to someone

Lisa Freeman is a Consumer Specialist who has a passion for educating others about the benefits of long term care planning. She transitioned into the LTCI industry after a 15+ year career as a licensed Physical Therapist, and has extensive experience working with seniors in assisted living facilities and adult foster care homes.

Lisa’s excitement for LTCI stems from her career as a PT, but also on a more personal level. Lisa’s mother spent 7 years in a Medicaid nursing home due to a severe form of Multiple Sclerosis, and her family continues to feel the emotional and financial burden of those years.

Lisa graduated from The University of Texas Health Science Center in San Antonio, Texas with a Master’s Degree in Physical Therapy. She then moved back home to Oregon to begin her career. Lisa is married with 3 sons and lives in the Pacific Northwest. She enjoys boating with her family, playing tennis, and walking her dogs, Izzy and Hallie.

NIPR: 18905324
Licensed in: AZ, CA (0M60874), CO, FL, GA, HI, ID, IL, MI, MT, NC, NV, NY, OH, OR, SC, SD, TN, TX (2406677), UT (772799), WA, WV

Share on LinkedIn0Share on Facebook0Tweet about this on TwitterShare on Google+0Email this to someone

Here's what people have to say about Lisa Freeman...

Share on LinkedIn0Share on Facebook0Tweet about this on TwitterShare on Google+0Email this to someone

“We were very pleased with our experience working with Lisa and all her help in researching our LTC options. She was very patient in reviewing options down to the smallest detail. Any obscure questions or topics we wanted to know about she either knew, or researched and quickly got back to us. We have not had any regrets or second thoughts with our decision. That reflects on how Lisa treats her clients.”

Share on LinkedIn0Share on Facebook0Tweet about this on TwitterShare on Google+0Email this to someone

“My wife and I thoroughly appreciated the opportunity to work with Lisa when reviewing and deciding on a LTC insurance policy. Lisa was informative, down to earth, and spent all the time necessary for us to understand LTC insurance and to make the right decision. She was not pushy and did not try to ‘up-sell’. We would highly recommend Lisa to any friend or family desiring to obtain LTC insurance in the future. Truly 5 star service!”

“Our experience dealing with Lisa to procure recovery insurance has been wonderful. Lisa knows her products and is excellent at answering questions and providing additional options when needed. We would recommend Lisa to others and will consider her if we have additional needs.”

“I have been very pleased with my experience and the service I received from Lisa. She was very thorough, patient with my questions and request for clarity, and researched to make sure I would qualify. I appreciated her input and suggestions, yet she made it clear it was my decision. I would happily utilize her help again and would make recommend her to others I hear may be looking into LTC insurance.”

“Lisa did an excellent job helping us sign up for long term care insurance. She was very helpful in answering our questions and was quick to respond back to us as needed. She regularly checked in with us as we went through the process of applying, waiting for approval and finalizing the policy agreement. I would highly recommend her.”

“It was a pleasure working with Lisa. She educated me and patiently walked me through the LTC process. She listened to my concerns and provided several options bearing in mind what my financial objectives were. I would gladly recommend Lisa to my friend and relatives without any equivocation.”

“Lisa took care of my wife and I when shopping for long term care insurance. She was extremely professional, knowledgeable, and organized and helped us navigate the process. We would recommend her to anyone interested in obtaining long term care insurance.”

“In general, Lisa was very good in terms of reaching out and supporting us. Two areas to improve – 1. Lisa was really busy the day we had our appt and probably would have been better to do the appt another day. 2. Identify ways for the participants to fill out the forms at their convenience and then review with salesperson.”

*NOTE: Carrier compliance requires applications to be filled out in presence of a licensed agent.

“Lisa was a pleasure to work with! She made us feel very comfortable, and no question was too silly. She took time and helped guide us through all of the options. She educated us, which is a must for me! Thanks Lisa!”

“Lisa is excellent, she is fun to deal with, and got through all the questions (of which there are many) in good timing. Lee and I would highly rate Lisa and recommend her.”

“Lisa was extremely helpful and patient with my questions. She was not pushy but was helpful in letting me know pros and cons of my options. She seemed very informed of what was available. I would recommend her if you are looking for insurance.”

“Lisa has been patient and most helpful in guiding me through the slection process for obtaining long term care. She explained the different choices and recommended a policy that fit my needs. She does not merely sell a product, but finds the proper type of care at an affordable price. I highly recommend her to others needing help with long term care insurance.”

“Lisa  was a great agent to work with because she was friendly, thorough, and patient. She was always willing to explore different options with us and find answers to our questions. Her response time was always prompt, within 24 hours, and usually less. Working with her was a pleasure.”

“Lisa is a very knowledgeable, caring person. She made recommendations for our policy that would fit our budget plus our needs. I never felt pressured into any of the decisions we made for the policy. She gave us information on all the different kind of policies out there & explained them well. I would tell any friend or family member to use her for their needs.”

“Lisa has been a great help to my husband and me. She has explained in detail and reviewed different LTC policies. She has been very accommodating to our schedules and we feel that any questions we have, even now, will be handled by her in an efficient and correct manner. My husband and I are very grateful for her time and talents!”

“I worked with Lisa to apply for my long term care (insurance). She was wonderful! Very knowledgeable and looked for what fit my situation the best. Also very professional, yet personable and fun to talk with!”

“Lisa was excellent in helping us choose a Long-Term Care Plan. She was most informative and was able to answer all of our questions. The process was very easy. This is a difficult decision and she was very understanding and led us through it.”

“Lisa was pleasant and informative and answered all our concerns and questions. Lisa made this process very smooth, and was highly professional, in all the steps it took to complete our application. The experience was a lot smoother than I thought it would be, straightforward, concise, and professional.”

“Lisa Freeman was very patient and explained everything very well. (She) was very professional.”

“So friendly and helpful. Answered all our questions. Very understanding and patient eve with our kids being noisy in the background. Easy to enroll.”

“Lisa worked with us and answered all of our questions. She made sure we were comfortable with this decision. Great people that take the time to explain everything to the level needed to make you comfortable.”

“I felt the LTC Consumer Specialist was caring, genuine, sincere, had me and my husband in our best interest, knowledgeable, understanding, and had patience with me.”

“Ms. Freeman was knowledgeable and helpful.”

 

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

“That they would be talking with someone who specializes in LTC insurance.”

“Lisa was very friendly, answered all our questions, had good knowledge of the product. Overall a very good experience.”

 

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

“That it was a no pressure experience and a needed product that everyone should look in to. Lisa was very helpful in helping us understand all of the different products available.”

“Lisa was very knowledgeable. (She) was patient, answered my questions, and gave me options to look at. Did not pressure me.”