Senior Specialists

Senior Specialists devote a substantial portion of their time working with people 55+.  They continually attend seminars/presentations on products, tax law changes, etc. that are important to seniors. They can offer an integrated service which can include planning and coordination of various products and services related to retirement, long-term care, legacy, and estate planning. 

QUESTIONS TO ASK:

1.  What are your Qualifications (tenure, experience in Delta County, training, designations, references)?

2a.Do you offer a variety of products or just those from just one   

2b.What are the A.M.Best and Standard & Poors ratings for the companies you are recommending?

3   How will this impact my existing plans (life insurance, long-term care insurance, estate plans, investments, bank accounts)?

                  5.  What percentage of your clients are seniors?

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Beth French of French Insurance and Financial Services Inc. is a participating member of Delta County Senior Resource Council and can be reached at

(970) 835-3821.        

Pamela Lee of Bank of the West is a participating member of Delta County Senior Resource Council and can be reached at (970) 874- 7945         

You are urged to contact all programs in your area and become an informed consumer.  See your local phone book for complete listings.

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