Submit Referral
  • There are no suggestions because the search field is empty.
MENU

FeaturedIMG3-1

Watch Our Latest Webinar

Get the inside scoop on the latest in LTC funding solutions and strategies. BuddyIns and Amada Senior Care will present strategies that have helped them grow relationships and strengthen business initiatives.

And speaking of winning teams, because the XXXIII Olympiad is just a few short weeks away, we will hear from our special guest, Olympic gold medalist and Hall of Fame inductee, Wendy Boglioli, who will share some inside scoop for Team USA: how to watch the Olympics, who to watch in swimming and beyond, and what the athletes do in the weeks leading up to the events.

Watch Now

Winning with Wendy

Winning with Wendy | The...

I'm continually inspired by my good friend Greg LeMond's journey to three Tour de France victories. His unwavering consistency and perseverance in the face of challenges...

Read More

Phyllis Shelton

Financial Advisor

Questions to Ask Your...

Many of you have financial advisors. We love our financial advisors, but sometimes they are on a different page when it comes to long-term care planning and may...
Read More

Posts by:

David Lilien

With 25 years in the financial and insurance industry, David brings a wealth of knowledge and experience in marketing, sales, business development and product management. David has an unusual ability to position complex concepts so they are easy to understand, simple to sell and service, and provide a sustainable competitive advantage through excellent long term client satisfaction. A Certified Product Manager and member of the Society of Industry Leaders, he has successfully launched new businesses, increased profitability of existing programs and created and led multi-billion dollar sales initiatives.

David is a frequent guest speaker at industry and sales meetings, has appeared on Money Talk and been interviewed by the Wall St. Journal. Named the Leavitt Scholar in Economics, David holds a Bachelor of Science in Business from Boston University.