“As  Managing Director of a boutique wealth management firm, our clients appreciate our personalized approach that drives the outcomes they seek – and this is exactly what we look for with outside resources.

Mitchell is easy to work with and takes a creative big picture approach to help provide his customers security and peace of mind. I turned to him for my life insurance, and he designed a plan of protection that was exactly what I needed and wanted. ”

– Kimberly Philbin
Managing Director
Vision 360 Capital Partners
Naples, Florida  

"I’ve spent years building my business. After speaking with Mitchell, it became clear what I had worked so hard to create wasn’t protected. Together, we designed affordable insurance coverage that if I’m unable to work, helps pay our overhead expenses. Best of all, having this insurance protects my customers, my employees, and my income. Mitchell is passionate about helping people, and I’m very happy to be part of the LTCi Marketplace client family.”

– Chris Vernon, Esq.
Founding Partner 
Vernon Litigation Group

"I’ve spent years building my business. After speaking with Mitchell, it became clear what I had worked so hard to create wasn’t protected.

Together, we designed affordable insurance coverage that if I’m unable to work, helps pay our overhead expenses. Best of all, having this insurance protects my customers, my employees, and my income.

Mitchell is passionate about helping people, and I’m very happy to be part of the LTCi Marketplace client family.”

– Kevin Morris 
Owner 
Botanicals on the Gulf
Naples, Florida

“As a cardiologist, I’ve had the opportunity to meet plenty of insurance agents over the years – most of whom were more interested in just making a sale, rather than investing the time to understand what we were trying to achieve and protect.

Our experience with Mitchell was exceptional, and we truly felt he had our best interests at heart from our first conversation. His solutions were exactly what we were looking for, and we’re confident the policies we purchased, will help us to live the retirement we are envisioning.”

– Dr. Robert Baily and Amy Baily
Bonita Springs

“As the owner of a home healthcare agency that provides caregivers, sadly I am very aware of just how easily anyone can have a change of health, due to an accident or illness – regardless of age. What I never expected, at age 54 I’d be diagnosed with cancer. Fortunately, just a few months prior, Mitchell and the LTCi Marketplace team put together a comprehensive insurance plan to provide financial security, in the event I was unable to work and to protect my future insurability. The monies I received from my critical illness and disability policies proved very helpful and made all the difference in the world during my treatment and recovery. Thankfully I’m now cancer free, healthy, and living a full and active life.”

– John Botsko, Jr. 
President
Brightstar Home Health Care of Collier and Lee County

"We asked Mitchell to review our life insurance, and he was able to secure better and more robust policies for us from a terrific company, for a fraction of what my wife and I had been paying.

As a wealth manager, I believe everyone should explore insurance planning as a compliment to their investment portfolio. After all, if you want your money to last – start by protecting what you already have."

– Joe and Erin Dice 
Dice Wealth Management
St. Pete Beach, Florida