About Us
Professional, Compassionate Advice
Patricia Bennett is the founder and President of Longevity Planning. She is a Certified Long Term Care counselor with over thirty years of experience in insurance planning. Pat specializes in long term care planning and design.
As someone with personal experience as a family caregiver, Pat is very aware of the emotional and financial dynamics involved in long-term care planning. Her desire is to help families have access to the highest quality of care, freedom of choice, and peace of mind.
President, CLTC, LUTCf
A Simplified Experience
Working with Longevity Planning provides a unique experience. To us, purchasing an insurance policy isn’t a transaction- it’s an ongoing relationship.
This relationship starts over a cup of coffee at our office and getting to know you and your concerns. Some people avoid insurance planning because they think it’s confusing, overwhelming, and costly – your experience here will not be. We provide information and choice and work with you every step of the way.
We help you explore and evaluate your choices. Our advisors have access to the nation’s top-rated insurance carriers. We have the tools to tailor the most creative, innovative, and cost-effective insurance plan for you and your family.
Our Team
Patricia Bennett
President, CLTC, LUTCf
Amanda Cutrer
Agency Director
Dawn Ahern
Brokerage Manager
Melissa Lederer
Licensed Broker
Cassandra Killeen
Administrative AssistantOur Priorities
Working with Longevity Planning provides a unique experience. To us, purchasing an insurance policy isn’t a transaction- it’s an ongoing relationship. This relationship starts over a cup of coffee at our office and getting to know you and your concerns. Some people avoid insurance planning because they think it’s confusing, overwhelming and costly – you’re experience here will not be.
For over 30 years, our clients have left our office knowing they have made the right decision about their insurance needs.
The relationship doesn’t stop there. We stay with you – to review your policies, answer questions and to give sound, unbiased advice.
Our holistic approach also involves your legal, tax and financial advisors in the planning process.
By working as a team, your trusted advisors can better help you achieve your goals.
Our advisors have access to the nation’s top rated insurance carriers and we have the tools to tailor the most creative, innovative and cost-effective insurance plan for your family.