Pat Bennett is a gift! Navigating through life’s transitions, especially during one’s later years, can be daunting. I can’t think of a more reassuring, capable and experienced person to guide and advise me during these challenging and emotional times. Besides being a great listener and the best “course plotter” I know, Pat is a beacon of strength, knowledge, compassion, humor, intelligence, and wisdom. After only a few meetings with her, I felt as if a great weight was being lifted off my shoulders. Pat helped us to see through the chaos of many confusing options that my husband and I needed to be aware of. She asked all the right questions to help us tease out what we didn’t know, what we already knew and what we needed to know to continue to make the best choices for a more secure life during this period of our lives. If certain information was out of Pat’s area of expertise, (which is hard to believe), she knew just where to send us. Her network of professionals is first-rate. To say that my husband and I trust her implicitly is the understatement of the millennium. Pat is there for us, every step of the way!
Two years ago, my sister’s health took a turn for the worse and Pat helped my niece and nephews (they live in Miami, as did my sister) maneuver through incredible learning curves, finding the best resources to do what they had to do to make my sister’s end of life journey comfortable and dignified. I am forever grateful.
What can I say . . . Pat is one savvy, hardworking, dedicated professional with a heart of gold!
I was asked if I would consider sharing my experiences with Longevity Planning and Pat Bennett specifically. I responded that it would be my pleasure to do so. I first met Pat at an Insurance presentation at our company (and as the CFO) I was quite interested in her offerings. I was very impressed with her delivery, presentation, content, and ultimately the Q&A’s that followed. After a year of deliberation ( or procrastination) I arranged a meeting with Pat to explore L.T.C. coverage. My wife and I had a very comfortable feeling about Pat, her knowledge and her no hard sell approach to the product. She answered our questions honestly and professionally and she went back, did some homework and came back with a number of options. We settled on one that we believe filled our needs and a short while later called Pat again to consider an addition to our life insurance needs. Once again a very professional, no hard sell delivery with a number of options to consider. Here again we selected something that filled our needs and we became once again a very satisfied and pleased client of Pat’s. In summary I have and would continue to recommend Pat for your insurance needs and to deliver a fair and comprehensive analysis. She is the consummate professional and clearly concerned about the best value proposition for her clients.
When we were shopping for long-term care insurance, we were fortunate to connect with Pat Bennett of Longevity Planning. Working with Pat is like working with a trusted family friend and it often seems that she is more concerned about our welfare than we are! She has a wealth of information on all types of insurance plans, and has been careful to find plans which meet our specific needs and fit within our budget. She is proactive, alerting us to policy and rate changes and reviewing our existing plans. She recently found a plan for us that will not only save money, but gives us increased benefits and peace of mind. We would recommend Pat and Longevity Planning without hesitation.
Peter & Cheri Wilkins, Kittery Pt., ME