Natalie Karp, MBA, CLTC, and Rona Loshak, MBA, CLTC, are highly accredited, award winning specialists in LTC Insurance and ranked by The American Association of Long Term Care Insurers as top professionals in New York State and nationally ranked since 2009. In 2014, they were selected as a Goldman Sachs 10,000 Small Business.
Karp Loshak LTC Insurance Solutions is a trusted source of information on Long Term Care Insurance for individuals and professional advisors. Natalie and Rona’s expertise includes: Traditional Long Term Care Insurance policies, Hybrid Life/LTC plans, Life with LTC riders, Annuity contracts with LTC benefits, financing LTC Insurance, and providing LTC Insurance with tax and estate advantages.
As independent brokers, Karp Loshak LTC Insurance Solutions affiliates with all the leading LTC Insurance carriers to educate, analyze, and recommend suitable LTC Insurance options based on health, medications, age, marital status, budget, and lifestyle.
Karp Loshak LTC Insurance Solutions is an approved sponsor of Professional Continuing Education for CPE Credit in the following subject areas:
- Accounting, Auditing, Taxation, Advisory Services and Specialized Knowledge and Applications
- Accredited by New York State CLE Board for Continuing Legal Education
The firm is licensed in NY, NJ, CA, CT, FL, GA, MA, MI, MO, MT, OH, NC, PA, SD, VA and Washington, DC as well as all State Partnership Plans. Natalie and Rona are both adjunct professors at CW Post, Tax & Accounting Institute.
The duo is well regarded for their educational platform and consultative approach. Recognized as a resource by the Wall Street Journal and Newsday for their expertise on long term care insurance, Karp Loshak LTC Insurance Solutions provides valuable advice to consumers and professional advisors.
LTC is the largest unfunded risk to a client’s nest egg and retirement. The conversation is about the importance of planning while healthy and insurable. Given that we are living longer lives, desire independence and to honor legacy commitments; combined with marginalized government programs, private long term care insurance provides a cost effective and comprehensive solution to the devastating costs of care.
Rona and Natalie help educate on concepts including: the LTC Insurance pool of money, the true cost of self-insuring, why self-insuring costs more, the new long term care insurance landscape, legislation and tax incentives. They bring a level of commitment and passion to families and their fiduciaries in protecting a lifestyle, legacy, and independence.
Karp Loshak LTC Insurance is transforming the experience of consumers and their trusted advisors.