Background and Experience
Monica Wheeler has been a licensed long term care (LTC) planning specialist since 2002. With in-depth and up to date knowledge of the products offered by the leading LTC carriers, she works to satisfy clients’ needs with custom designed plans from the industry’s best offerings.
Monica is recognized among the nation's top LTC specialists by the American Association for Long Term Care Insurance. She is approved by the states of NC and SC to teach continuing education classes to other licensed agents, CPAs, and financial planners and also teaches a class on “Understanding Long Term Care Insurance” for Clemson and Furman universities’ Osher Life Long Learning Institutes (Olli Programs.)
Monica’s primary purpose is to help people understand and consider their options for LTC planning so they can avoid the financial and emotional hardship that comes with being unprepared. Belief in LTC planning and dedication to helping others protect themselves and their family is rooted in personal experience.
After taking care of her spouse at home for over 3 years, until he passed in 1988, Monica’s grandmother lived another 20 years and then went through the full gamut of care, including home care, hospitalization, and eventually nursing home care which resulted in “spending down” all of her assets. She died at 92, alone, in a “much below average,” dismal nursing facility after being forced to move from a very nice nursing home that was close to the family, because she could no longer afford to pay. Monica’s goal is to assist people in being prepared for the aging process to help ensure that they don’t have to go through the emotional and financial stress as well as loss of control and dignity that her grandmother experienced.
Testimonials
I can’t tell you how much I appreciated the time that you spent with me yesterday. I feel the I have the information I need to make a decision. Your information, analysis and inquiry to the company were invaluable to me. I generous gift of your time clearly indicated the integrity that drives your commitment to your business and clients. I hope that I will be able to send you some referrals.
Barbara Bungo
P.S. Be sure to read Hillary’s new book. Think it is awesome!
August 2014. I am honored to provide the recommendation below: My husband and I were pleased to have Monica Wheeler represent us as our Long Term Care agent. In short, she was a good listener, educated us about long term care in general, and offered answers to solve our problems.
NEZZIE JETER
EXPERIENCED HOMECARE OPERATIONS DIRECTOR; EDUCATOR/ADMINISTRATIVE PROFESSIONAL; ENTREPRENEUR
Monica worked hard to find the long-term care solution that was right for us
Kurt Alex
Independent Translation and Localization Professional
I have had the pleasure of working with Monica in the long-term care industry. Monica has a strong passion to help her clients and is always willing to share her experiences that she has had over her long successful tenure as a long-term care planner.
One thing that stands out about Monica is her ability to understand the different needs that many of her clients may require and how to identify the best way to plan ahead. This is an exceptional attribute
I strongly recommend working with Monica to help with the planning of long-term healthcare.
Richard Horowitz
Consumer Specialist at LTC Consumer
Monica made we feel comfortable right away. She inquired and understood my personal life situation and helped me understand the need to make provisions for myself down the road. As we talked, she listened and she understood my financial limitations being a caregiver in our home for both a parent and a spouse and we discussed service and affordability.
Judith Jaeger
Independent Health Coach at Take Shape For Life
About LTC Global Agency LLC
LTC Global Agency LLC is part of the LTC Global group of companies. LTC Global through its subsidiaries is the largest specialist Long Term Care insurance agency in the country.
With the widest portfolio of both traditional and alternative products in the industry, we help consumers find the right solution for their needs and budget.
We Provide Unbiased, Side-by-side Comparisons
of the Leading Carriers
LTC Global Agency LLC's passion is to provide our clients with the best long term care insurance solutions, customized to meet their needs.
