David Shulman, CLTC, CEO
Originally a financial planner focusing on business, David Shulman chose to work closely with several lawyers and advisors who gave seminars involving estate planning. When the Medicaid laws changed drastically in 1996 and the importance of Long Term Care planning became apparent, David convinced the lawyers and advisors to incorporate Long Term Care information into their seminars, and he himself became their featured speaker. After witnessing the emotional and financial devastation resulting from the need for Long Term Care for his grandfather, he chose to specialize in Long Term Care planning, and has since become one of the industry’s leading experts. His experience as a supervisor for a major Long Term Care Insurance company and a representative for many quality providers gives him a depth of knowledge unparalleled in the field. His practical approach concentrates on preventing catastrophic consequences to families and retirement plans.
Outside of financial planning, David enjoys spending time with his wife, Donna, five children, and granddaughter, Graham. As an avid boater, struggling golfer, and motorcycle enthusiast, David and Donna spend most weekends either on the sea, at the course or enjoying the open road.
Bachelor of Science in Business Administration from The Ohio State University
CLTC: Certified Long Term Care Insurance Expert