A published author, Marilee speaks with authority, humor and compassion to companies and associations who serve seniors. Insurers and financial planners choose her to help their staffs learn the critical topic of long-term care planning, from how to bring up the topic, to a technical understanding of Medicaid and Long-term Care Insurance.  Consumers trust her encyclopedic knowledge of long-term care and their personal financial plan, especially Baby Boomers and their parents. 

   Marilee is the author of The Complete Idiot’s Guide to Long-term Care Planning, and two valuable booklets: Long-term Care Planning When There’s TIME to Plan, and Long-term Care Planning When There’s NO TIME to Plan. She is the marketing columnist for Annuity Selling Guide magazine, writing the column ”Marketing Force”.  

   Marilee has been a featured speaker at such prestigious national meetings as Senior Market Advisor’s Expo, the Society of Actuaries Intercompany Long-term Care Conference, The Financial Planning Association International meeting and Women Leaders in Insurance conference. 

   Marilee has been a part-time faculty member of the Boston Tax Institute (BTI) since 1999 and part-time Director of Marketing at a non-profit long-term care facility in Massachusetts. 

   Marilee has been quoted in hundreds of publications, including Money Magazine, The Wall Street Journal, Kiplinger’s Personal Finance and Bottom Line Personal Magazine.  She is a frequent contributor to The Journal of Financial Services Professionals, Senior Market Advisor Magazine, Agent Sales Journal, Elderlaw Report and others. She has appeared on the CBS Early Show, as well as dozens of radio stations, including NPR.