Sandra (Sandy) Morris, LTPC (Long-Term Preferred Care)

Sandra (Sandy) Morris, LTPC (Long-Term Preferred Care)

Solution Sales Professional

Sandy’s primary goal is to educate her clients so they can protect their independence, assets, and peace of mind. She has been providing consulting advice for annuities and long-term care insurance for 18+ years and is a licensed insurance agent in Florida.

Sandy’s straight-forward approach allows clients to choose from a variety of customized long-term care plans and innovative insurance solutions that fit their needs. She is a graduate of Florida State University and Georgia State University. Sandy obtained her Master’s Degree in Education and was a former teacher with the Atlanta Board of Education and Duval County School System. She also earned her GRI (Graduate, Realtor® Institute) designation as a Florida Realtor® and often lectures at the university level.

If you currently have a portfolio manager or advisor, do you know the amount, percentage-wise, of fees you are being charged? If not, please allow us to do a portfolio X-ray for you, free of charge. We will itemize our findings in writing and provide:

  1. An overview of the facts, concerns, and planning objectives.
  2. A fee analysis.
  3. Your risk tolerance analysis (best/worst-case scenarios).
  4. Income-generating possibilities/opportunities.
  5. The potential success rate of outliving your money.
  6. Other valuable information you can use to make proactive decisions regarding your retirement portfolio.

Simply call 904-232-8760 or complete the form below to request your complimentary portfolio X-ray.