Jay Schneider

Jay Schneider, CLU, CLTC, Managing Partner

jay-schneider-ssltcJay Schneider has more than 25 years of experience in insurance and estate planning. As the former director of a home care agency and a geriatric social work organization, he learned a great deal about the unique joys and challenges of working with the elderly. Upon entering the private sector, Jay focused on financial planning and was director of estate and financial planning with a major New York City planning firm. While formulating estate plans for his clients, he learned of the critical importance of Long Term Care planning. He easily recognized the need for an organization that could simplify the confusion agents were experiencing concerning Long Term Care planning and joined with David Shulman to found Schneider & Shulman Associates in order to specialize in this area. A well-known expert in the development of financial plans, Jay has analyzed all of the many Long Term Care Insurance plans available currently. More importantly, he can explain the differences between them to anyone and his client-friendly presentations are designed to untangle the confusion and clarify the solutions for clients and their families.

Jay and his wife, Randi, enjoy traveling, and have completed several bicycle tours through wine regions in France and Italy. Closer to home, they enjoy sailing, hiking and biking on the East End of Long Island.

 

Education

Bachelor of Arts in Psychology from SUNY Stony Brook
Master of Science in Education in Psychological Counseling from Long Island University

Special Designations

CLU: Chartered Life Underwriter
CLTC: Certified Long Term Care Insurance Expert