Contact LTCI Partners
You can contact LTCI Partners by calling us toll free at 1-877-949-4582 and asking for an associates extension below or choosing the following workgroup options:
Helpful Extensions
National Sales Office:Option 3
New Business/Pending Applications: Option 4
Contracting and Licensing: Option 5
Commissions: Option 6
Locations
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National Sales Office |
Administrative Office |
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Please Mail Applications/Contracting to: |
| LTCI Partners Management Team | |||
|---|---|---|---|
| Name | Location | Ext. | Function |
| Bradley, Patrick | Lake Forest, IL | 103 | SVP - Sales |
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Patrick Bradley attended Northern Illinois University before pursuing a career in insurance. Starting with AUL in 1995, he worked in the life, health and pension markets as a producer. In 1997 Pat joined The Heartland Group - where, like the Heartland Group itself, he concentrated only on Long Term Care Insurance. In January of 2002 The Heartland Group and Wisconsin Insurance World merged - becoming LTCI Partners. Currently Pat is vice president and national sales manager for LTCI Partners - responsible for the Libertyville, IL sales office. He has an excellent grasp on the long-term care insurance market as well as the carriers and their relative strengths and weaknesses. Pat communicates that expertise to the brokerage community by frequent speaking engagements throughout the country.
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| Freund, Daniel | Lake Forest | 877.949.4582 | Sales Support/Astronaut |
| Latham, Sandra | Madison, WI | 211 | Chief Administrative Officer |
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Sandra Latham is the Chief Administrative Officer and a partner in LTCI Partners LLC. She is responsible for LTCI Partners operations overseeing new business processing, contracting and licensing, commission accounting and LTCI Partners' web-based data management system. A licensed insurance agent since 1981, Sandra has specialized in Long-Term Care Insurance since 1984. She has a degree in computer programming and a CTM certificate from Toastmasters International. She has also completed Six Sigma Green Belt training and has received her LTCP Designation from HIAA-a program for which she is also a trainer. Additionally, Sandra has been a moderator and presenter at the National SOA Convention.
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| Long, Thomas | Madison, WI | 214 | Managing Principal |
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Thomas Long was raised and educated in Minnesota. After attending Duluth Business University he started his career in the insurance industry with Aetna Life and Casualty, where he was made "Rookie of the Year". After accepting a managerial position Tom moved to Madison, Wisconsin with his wife Mary and two daughters. In 1981 he started Wisconsin Insurance World, a highly successful regional brokerage agency. This agency merged with The Heartland Group in 2001 to form LTCI Partners, LLC. LTCI Partners is America's leading insurance brokerage firm focused solely on Long-Term Care Insurance. The organization represents over 30 years in providing answers and solutions to your Long-Term Care Insurance needs. Tom has always participated in industry affairs serving as an officer in several trade associations. Tom was one of the original founders of the National LTC Network. The Network is currently comprised of 25 of the nations leading insurance wholesalers, whose production in 2005 surpassed $59 Million dollars. Tom currently serves as the Chairman of the Network.
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| Marcus, Erin | Lake Forest, IL | 122 | SVP - Business Development |
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Erin Marcus is SVP - Business Development and an owning partner of LTCI Partners LLC. She is responsible for the cultivation of new accounts for the organization. Focusing mainly on those accounts with larger field forces, Erin negotiates the arrangement, facilitates the internal implementation of the details and creates any customized reporting required. Erin also supervises the sales team in the ongoing support of these accounts and personally maintains responsibility for those accounts that require enduring assistance. Erin joined LTCI Partners' predecessor company The Heartland Group in September of 2000 as the Director of Marketing to provide assistance to Tom Riekse, Jr. in his efforts to expand a then regional GA to a national level. Utilizing her marketing and training background, Erin travels nationally presenting to field forces not only about the need for Long-Term Care Insurance, but also on how to best utilize their organizations' new strategic partner, LTCI Partners. Erin is currently working on earning her MBA.
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| Riekse, Jr., Tom | Lake Forest, IL | 111 | Managing Principal |
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Tom Riekse, Jr., ChFC, CEBS has been working in the long-term care insurance business since 1991 with an emphasis on executive and group long-term care insurance. In his career, he has been focused on the education of insurance professionals who provide LTC Insurance to their clients. He has also worked on the design of an innovative LTCI product for the employer market place and continues to work with producers nationwide on employer-based long-term care insurance. Tom received his undergraduate degree in from Hope College, Holland Michigan. He subsequently achieved his MBA at the University of Illinois at Chicago, with a concentration in finance and marketing. He holds the Certified Employee Benefit Specialist designation from the International Foundation of Employee Benefit Plans and the Wharton School and his Chartered Financial Consultant from the American College. Tom is on the board of directors of NAIFA - Chicago.
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| Schau, Mark | Lake Forest, IL | 116 | |
LTCI Partners Associates:
| Sales Support Team | |||
|---|---|---|---|
| Name | Location | Ext. | Function |
| Bernberg, Marvin | Lake Forest, IL | 101 | Sales Support |
| Bramford, Will | Lake Forest, IL | 117 | Sales Support |
| Brown, Ann | Atlanta, GA | 130 | Sales Support |
| Dantuono, Laura | Lake Forest, IL | 110 | Sales Support |
| Davis, Drew | Lake Forest, IL | 114 | Sales Support |
| Domino, Michelle | Lake Forest, IL | 120 | Sales Support |
| Fitch, Denise | Lake Forest, IL | 129 | Sales Support |
| Hansen, Allison | Lake Forest, IL | 105 | Sales Support |
| Jiles-Johnson, Lauren | Lake Forest, IL | 115 | Sales Support |
| Lasley-Payne, Jan | Petaluma, CA | 234 | Sales Support |
| Navarro, Vija | Lake Forest, IL | 109 | Sales Support |
| Robitaille, Mary | Lake Forest, IL | 235 | Assistant VP Account Manager |
| Schuetz, Doug | Lake Forest, IL | 125 | Sales Support |
| Slusarz, Kevin | Lake Forest, IL | 877.949.4582 x126 | Team Lead |
| Swisher, Nate | Madison, WI | 221 | Sales Support |
| New Business Support | |||
|---|---|---|---|
| Name | Location | Ext. | Function |
| Butler, Megan | Madison, WI | 230 | Case Manager |
| Crary, Sandi | Madison, WI | 230 | Administrative Trainer |
| George, Justine | Madison, WI | 216 | Case Manager |
| Helmann, Adam | Madison, WI | 213 | Case Manager |
| Krause, Dan | Madison, WI | 218 | Case Manager |
| Lawler, Pam | Madison, WI | 222 | Case Manager |
| Najdowski, Pam | Madison, WI | 226 | Multi-Life Administrative Coordinator |
| Singh, Emily | Madison, WI | 212 | Case Manager |
| Contracting | |||
|---|---|---|---|
| Name | Location | Ext. | Function |
| Hapeman, Mary | Lake Forest, IL | 106 | Senior Assistant/Contracting |
| Larson, Sara | Lake Forest, IL | 224 | Contracting Specialist |
| Vike, Like | Madison, WI | 220 | Contracting Specialist |
| Commissions | |||
|---|---|---|---|
| Name | Location | Ext. | Function |
| Gehrig, Greg | Madison, WI | 233 | Commission Manager |
| Marketing | |||
|---|---|---|---|
| Name | Location | Ext. | Function |
| Johnson, Lauren | Lake Forest, IL | 104 | Assistant VP Account Manager |
| Corporate Benefits | |||
|---|---|---|---|
| Name | Location | Ext. | Function |
| Boncher, Mary | Lake Forest, IL | 113 | Sales Support |
| Nickels, Jeremy | Lake Forest, IL | 108 | Assistant VP Corporate Benefits |
| Slusarz, Kevin | Lake Forest, IL | 126 | Assistant VP Corporate Benefits |
| Smith, Bill | Chicago, IL | 120 | Sales |
| Additional Support | |||
|---|---|---|---|
| Name | Location | Ext. | Function |
| Latham, Brian | Madison, WI | 231 | Information Technology |
| Parry, Lisa | Madison, WI | 217 | Accounting |

