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Rob Chase

Consumer Specialist

RobChase
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Rob Chase joined the long term care insurance (LTCI) industry after his family experienced the financial and emotional hardship of taking care of his grandmother. Rob was motivated to bring awareness to long term care (LTC) and work with others to financially plan ahead for this underrated financial risk.

Rob holds a Bachelor’s dual degree in Accounting and Business Administration from the University of Southern California.  Rob began his career as an accountant at Ernst and Young before transitioning to long term care.  He is Long Term Care Partnership Certified and is licensed in 10 states.

NIPR: 17014008
Licensed in: CA (#0I44895), KY, LA (#610213), MO, NC, OH, OK, SC, TX (#1854817), VA

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Here's what people have to say about Rob Chase...

“Rob Chase was exceptionally knowledgeable, friendly and attentive. He answered all my questions thoroughly and wasn’t aggressively pushing me to make a decision. I was provided with options for pricing and coverage, and given time to consider before making a decision. ”

 

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

“I would tell them that buying insurance isn’t as difficult as it may appear, that having the right person to explain options and the details of what coverage entails can give them peace of mind, and that it’s important to have confidence in the company they are dealing with.”

“(Rob was) very helpful and extremely knowledgeable. All good experiences.”

 

What did you find most useful about this process?

“Comparison of other policies.”

“Very professional, built trust, answered all my questions thoroughly. Was not pushy – set up a time that suited me. Allowed me to read info first by email. Thought it was the best way to get best company for best price without pressure.”

“Rob was very knowledgeable and easy to relate to. He answered all our questions and was very patient in addressing all our concerns. The visual interaction that Rob used was very helpful in getting us to understand all the nuances of the LTC coverage. (He) was great to work with, didn’t rush our decision, and the online tools he used were very helpful. His follow-up was timely but he wasn’t pushy at all!”

“Rob Chase was very professional and knowledgeable. (I) learned much more about LTC than I previously had. While we made the decision not to purchase LTC, Rob’s guidance and integrity through the process were first rate. We made the decision to self-insure, but had we decided to purchase LTC it would have been through Rob.”

“Rob Chase was very informative and helpful, providing information and teaching us about LTC policies. We were able to compare policies and select the best one for our needs.”

 

What did you find most useful about this process?

“Ability to compare policies with an industry expert.”

“Rob was very helpful and explained all our options clearly. Not pushy, clear explanations, timely emails.”

“Excellent communication, follow up, and step by step instructions.”

 

What did you find most useful about this process?

“Learning the differences in coverage and prices of the policies.”

 

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

“How thorough and helpful Rob was throughout the process.”

“I felt listened to and I felt that the LTC Consumer Specialist was knowledgeable. It was not as stressful as it could have otherwise been.”

“Rob is knowledgeable, made sure we understood everything, and answered all of our questions. His approach is professional and non-threatening.”

 

What did you find most useful about this process?

“Being able to see each other on our computers and being able to see what was on his screen as he entered information was very helpful.”

“It was a pleasure working with Rob Chase. He is highly skilled and helped us find the right coverage based on our specific needs. He explained LTC insurance and presented us with several options / scenarios to consider.”

 

What did you find most useful about this process?

“The use of the online sessions and the LTC education received. Our knowledge was greatly increased which led us to our decision.”

 

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

“That LTC Consumer was recommended by Dave Ramsey. Would also tell a friend about the high level of professionalism which we experienced.”

For what reason did you give a score of 10 of 10 for your overall satisfaction?

“Rob’s expertise in the long term care insurance area, his communication skills, and his personality all contributed to a smooth process. The experience proceeded very smoothly and at my pace.”

For what reason did you give a score of 10 of 10 for your overall satisfaction?

“Rob Chase was very helpful, kind and patient with us.”

 

What did you find most useful about his process?

“Accurate info was provided in a timely manner.”

 

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

“It fit nicely in our Dave Ramsey plan and our agent was very familiar with Dave Ramsey’s plan.”

“(Rob) followed up with me even when I changed addresses due to my retirement. Rob was very helpful and walked me through the process.”

“Helpful with all questions and very patient with our decision making. Questions were answered in a timely manner and no sales pressure.”

 

What did you find most useful about this process?

“Learning about the value and limitations of long term care.”

“Rob was very responsive. He explained things well and patiently answered our questions. He stated his plan for contacting us and followed through as he said he would.”

 

What did you find most useful about this process?

“Having us and him on the same webpage at the same time by remote.”

For what reason did you give a score of 10 for your overall satisfaction?

“The seamless step by step process.”

 

What did you find most useful about this process?

“Being able to look at the information online along with (the) specialist’s explanation.”

 

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

“It was an informative process, all questions answered and no pressure.”

“He was prompt with his appointment and emails. He answered all questions. Professional in his manner, but still friendly. He clearly explained the options and the reason for his recommendations.”

 

What did you find most useful about this process?

“The WebEx presentation, sharing Rob’s screen to be able to see as we were talking it through. Rob was helpful in explaining the differences from state to state and our options in VA.”

 

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

“That our contact was knowledgeable and professional.”

“(He was) knowledgeable of all the options involved in LTC. (Rob) took his time to provide all the information we needed to make a wise purchase. He helped us to acquire the best policy for my family.”

“(Rob) answered questions and I never felt pressured to make a decision. Easy to work with and consistent follow-up.”

“To get insurance I mainly just want a reasonably priced plan with an easy sigh-up process. I got both. It’s painless and affordable.”

“Rob kept us informed on everything all through the process. He always responded promptly if we had to contact him, and he’s easy to communicate with. The way Rob always explained things made it easy for us to understand. Choose Rob to work with – he’s the BEST!”

“Rob Chase was extremely professional, prompt and kind. (He) guided us through each step with knowledge and professionalism, keeping us updated, and each step happened as he told us it would. No surprises.”

“Knowledgeable, courteous, and efficient. He calls when he says he will, and answers questions that I had thoroughly. No pressure and easy to talk to.”

For what reason did you give a score of 10 for your overall satisfaction?

“He explained things well.”

 

What did you find most useful about this process?

“Easy to use.”

“First, I was very impressed with the same day response I received from Rob Chase to my initial request for information regarding LTC. Rob took time to listen and understand my long term health care goals. Rob was very knowledgeable and answered all my questions. He also recommended a good strategy for helping me reach my goals. It was enjoyable and I didn’t feel like I was pressured to buy something I didn’t need.”

“Very helpful, courteous, informative, explained things thoroughly. Able to complete the process from home at scheduled times. We were able to complete the process from home in a reasonable amount of time.”

“Rob explained everything so we could understand it with no questions. It was just what we were looking for and the price was not as expensive as we thought it might be. My wife was satisfied with the service and she is a hard sell.”

“Rob is very knowledgeable (about) LTC insurance. Very helpful in answering all questions and concerns. Very professional, respectful and courteous in explaining LTC. Overall easy process to complete. Rob makes you feel comfortable and explains the different aspects of the process on LTC.”

For what reason did you give for a score of 10 of 10 for your overall satisfaction?
“Answered every question and was not pushy about what we were trying to do.”

 

What did you find most useful about this process?
“We were able to do the paperwork online.”

 

What would you tell a friend or colleague about your experience?
“It was a lot better than we expected. Most sales people are very pushy, but Rob was nice and polite.”

“Rob Chase was terrific. Answered all my questions and prepared me for the whole process. (He) is very easy to understand and will answer any and all questions.”

For what reason did you give the score 10 of 10 for your overall satisfaction?

“Professional, friendly, informative.”

 

What did you find most useful about this process?

“The explanation of the options.”

 

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

“It was informational and easy to apply.”

 

“Rob explained the policy and process in a very simple manner to understand. (He) was very patient, we had three phone calls with him explaining the policy and answering all our questions and there was no pressure to buy this insurance.”

“Rob took the time to explain our different options very clearly. We felt he was on our side, helping us make the best decision given our situation. The different choices were clearly laid out, and there was no pressure whatsoever to make a quick decision.”

For what reason did you give a 10 for your overall satisfaction?

“Friendly, informative, timely.”

 

What did you find most useful about this process?

“Helpful respresentative, cost comparisons, health information.”

 

What would you tell friends or colleagues about your experience?

“It was pleasant and quick.”

“Rob answered all our questions at length. He also provided additional information to us to help our decision making. He has a very professional attitude. Rob provided details on pertinent information to us. It was an excellent experience with a true professional who worked without applying any sales pressure. Rob seems to have our interest in mind and not his. Great job Rob!”

 

“Rob Chase has significant expertise regarding LTC and was extremely helpful with selecting the right product and options to meet my needs.  Rob explained the benefits associated with the alternatives and provided the right level of education so you make an informed decision.  Rob was extremely helpful, providing the right information to make the right decision for my family’s situation.”

“Very courteous and responsive, provided helpful and relevant information, but not high pressure.”

“Everything was able to be done online.  Easy to understand, fair pricing.”

“It was very pleasant, friendly and informative experience going through the process.”

“Very consistent service. Rob was very knowledgeable about LTC and the different options. He did not try to sell me too much insurance which my wife and I really appreciated. It was convenient and painless as possible. Rob was trustworthy, professional and knowledgeable about the LTC options.”

Rob Chase was extremely helpful with information giving. There was no pressure involved to purchase anything. It was like talking to an old friend about what we wanted our future to be and how we could achieve our goals.  We were able to think about the information provided and come to our own decision.  We took all the time we needed to make this important decision without any pressure. We were given data and information we needed to assist us in forming our decision.”

“He [Rob] was very patient and answered all questions. He was very helpful and we were able to see several scenarios to compare coverage and price.”

 

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

“Long term care is necessary and go through someone who knowledgeable and teaches you the differences of price and coverage for your individual needs.”

Rob was very helpful and easy to work with, he answered all my questions.  Easy, friendly process…very professional!”

Rob Chase was very thorough and made sure we understood everything about the process. He was very helpful in helping us assess what LTC plan was best for us.”

 

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

“I would tell them to not hesitate to contact Rob and that they will be treated with the utmost respect.”

“The forms were easy to read and Rob was able to fill them out fast during  the session.”

 

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

“That it is easy and details are explained very well for ease of understanding and in making the proper decision for our needs. Also that the expense costs are upfront to look at in order to make the right decisions for your self & the future of your family.”

He answered all my questions, kept us on track and was efficient with my time.”

“Prompt response to my inquiry, he’s very knowledgeable and pleasant to work with and worked with with me to schedule an appointment when it would work with my schedule.  There are so many options! He was able to discuss the options and recommend what would be best for me.”

“Even though “life” got in the way a few times before the process was completed, he [Rob] patiently worked through the distractions & answered all of my questions. I felt that I could trust him during the signup and in the future as well.”

 

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

“Overall, I trusted the source of information and never felt “talked down to” or pushed to buy a product I didn’t understand.”

He stayed with me and worked around ‘My’ schedule throughout the whole process, and that was not a easy task for him to do! It is appreciated.”

 

What did you find most useful about this process?

“Information Rob shared with me concerning types of insurance, the process as a whole, and the eligibility process.”

Rob was very careful in explaining everything.  Very helpful in helping us determine what we needed.”

“Very thorough, upfront, courteous and informative.  So convenient. We thought it would be a very long and drawn out process, but it wasn’t.  It’s simple and straight-forward. No gimmicks. Just honest information without a pushy “salesman” attitude.”

Rob was very knowledgeable and polite.”

Rob was friendly and was clear on the entire process.  Looking at Rob’s computer screen during the phone calls helped keep everything clear.  He was personable but not pushy. I never felt I was pushed into anything I didn’t want.”

Rob was thorough, timely, professional, and patient. It was a pleasure to work with him.  He was very knowledgeable about the product and process. He answered every question thoroughly and without delay.  Thank you for helping us achieve our goal of cost-effective long term care insurance. We look forward to many years of a good relationship with you. Thank you.”

Rob is friendly, thorough, and always takes time to explain anything that we question.  Realizing that we needed to get ourselves into the aging reality and that we needed to become informed. Rob was right there to help us.”

 

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

“I would tell them that Rob is informative, educated about Long Term Care, and above all, honest!”

Rob was informative, attentive and timely. I was hoping to lower my premiums from my UNUM policy but ended up with a more comprehensive policy costing more. I learned more about coverage and what it entails.”

What did you find most useful about this process?

“The quick availability and response via phone and email; the ability to use “Glance.net” to see the presentations and policy details was extremely helpful.”

 

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

“Their questions will be answered in a timely fashion, and they will have the ability to make an informed decision.”

Rob was an excellent communicator and knew how to present the best plan for my needs.  Rob does not rush you and is willing to answer questions.”

“Everything was handled very professionally and efficiently.”

 

What did you find most useful about this process?

“Having the various features of the selected policy explained and having the agent’s recommendations with reasons why they were made.”

 

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

“That it was educational, efficient and professional.”

Rob was educational, friendly, and we never felt pressured while we made our decision. He was outstanding on follow through and communications.”

Rob explained everything very well. He is articulate and made the process comfortable.  I would recommend LTC for the ease of application process.”

 

What did you find most useful about this process?

“The appointments being set at my convenience and the web access to the slides and forms in the presentation.”

What did you find the most useful about this process?

“Guided through process. Excellent, thorough explanations. Personable.”

 

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

Rob is professional and patient. Helped us to understand LTC.”

“Patience and precision; listened to concerns and provided insightful recommendations.  We had great service and accurate information provided.”

Rob was thorough and very informative. He made the process “comfortable” and was able to answer all of my questions with ease.  Rob was attentive and was able to answer my questions and concerns with ease. He was very polite and always on time.”

What did you find the most useful about this process?

“One on one session.”

 

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

“Very knowledgeable and unbiased.”

Rob was very courteous and polite.  He gave me a chance for my input, and was not looking out for company interests.  He was interested in my interests and meeting my budget needs.”

Rob was very efficient, always sending reminders for telephone interviews, prompt for those meetings and he patiently answered all my questions.”

Rob Chase was very responsive and diligent in answering our questions, making himself available either by email or phone.  We found his responses to be understandable and complete.  Our interaction with Rob as our primary contact was crucial in assisting us in evaluating our best choices, understanding our tradeoffs and evaluating our risks.  He worked well with both of us answering all questions and helping us understand differences between plans.”

Rob is very helpful, informative and patient.”

 

What did you find most useful about this process?

“Current and relevant information.”

 

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

“Smooth and simple.”

How would you rate your overall satisfaction with your experience interacting with your LTC Consumer Specialist?

“Communicates well, keeps to promised phone schedule, etc.”

“The plans are more affordable than I realized prior to my research.”

Rob Chase was very responsive and followed through quickly.”