Long Term Care Insurance: What Is It and Do I Need It?

Robert Port, Jason Lina, Harlan Graiser, Mille Baumbusch

Harlan Graiser/SignatureFD

Harlan Graiser is a Senior Risk Management Consultant at SignatureFD where he helps to assess a client’s risk management portfolio, determine more effective and efficient insurance strategies and select appropriate insurance products for implementation. He works closely with SignatureFD’s relationship managers in order to coordinate his work with the client’s core financial planning objectives. His insurance focus is mainly in the areas of life, disability, long-term care and fixed annuities. He has been a licensed insurance agent and broker for over 16 years and holds the CFP (Certified Financial Planner) as well as CLTC (Certified Long Term Care) designations. Harlan earned his undergraduate degree in engineering from Rensselaer Polytechnic Institute and an MBA from Xavier University in Ohio.

Before his career switch to insurance and financial services in 2002, Harlan worked as a management consultant for firms such as KPMG, Ernst & Young and Dove Consulting.

Jason Lina/Resource Planning Group

Jason Lina is a Partner, Lead Advisor, and Chief Investment Officer at Resource Planning Group where he advises clients in financial planning matters covering investments, taxes, estate planning, retirement planning, personal finance, education planning, and insurance. He is a CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) with over 18 years of professional experience in the financial services industry.

Jason earned his MBA from the Tuck School of Business at Dartmouth College and received his undergraduate degree (BA, History) from Davidson College where he was captain of the golf team and a first-team Academic All-American.

Prior to joining Resource Planning Group, Jason was a Senior Advisor and Director of Research at DCA Global Wealth Management. He has experience as a fixed income credit analyst at Jefferson Pilot Financial and as an equity analyst for Sun Trust Bank and AIM Funds. He is a member of the Financial Planning Association, Fee-Only ^® National Association of Personal Financial Advisors (NAPFA), and the Atlanta Society of Finance and Investment Professionals.

Jason and his wife, Jennifer, live in Alpharetta, GA with their three children – a daughter and two sons.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.