Tom Budenz, CRPS, CLTC
Long-Term Care Insurance Advisor
Tom has been a part of our team since 2019. In addition to speaking with our clients and educating them about Long-Term Care Insurance, he also works directly with seniors, helping them decide if Long-Term Care Insurance is right for them and determining the best policy for their situation. Tom can also be found analyzing cases, preparing for meetings, and delivering presentations. All in all, his main priority is providing the information and education necessary for agents and their clients to determine the most efficient way to pay for care and protect their assets in the process. Tom also serves as the go-to resource within the office for any questions regarding Long-Term Care Insurance planning and contracting.
Tom earned his bachelor’s degree in Economics from the University of Wisconsin—Whitewater. He has past experience working as a financial advisor and retirement plan specialist, which helped him gain a solid understanding about how to save for retirement, grow wealth, and protect that wealth. He understands the importance of knowing all the different investment and insurance options available to clients in order to help them recognize the best solution for their situation. With that experience, Tom received a great introduction to the importance of long-term care planning, which has compelled him to be more well-rounded and gain a deeper understanding of the need. Tom has his Certification in Long-Term Care (CLTC) as well as certifications in Series 6, 63, 65, and 7.
Now that Tom has a deeper understanding of long-term care planning and the options seniors have for paying for care, he is able to provide the best possible service to clients. He is passionate about helping clients not only recognize financial roadblocks but also develop solutions for the large financial risk associated with long-term care. Tom values curiosity, learning, trustworthiness, and competency in all that he does. For Tom, it’s the small things that matter most, so he relishes anytime an agent or client expresses genuine gratitude for his help.
Tom works out of our Florida office. In his free time, he enjoys spending time outdoors and playing chess.