Commonwealth Independent Advisor

Susan Kobara, CLTC

Susan Kobara, CLTC, is team lead, insurance marketing and long-term care, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. Since joining the firm in January 2008, Susan has been our expert and primary point of contact for long-term care insurance, helping advisors design solutions to the catastrophic financial risk of health care costs and finding innovative ways to market the coverage. She also manages the firm’s long-term care insurance carrier relationships and product portfolio, as well as the Insurance department’s marketing initiatives. Susan holds a BA in sociology from Queens College, City University of New York, and an MBA from Loyola Marymount University in Los Angeles.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Find me on:

Recent Posts

All of Your Female Clients Need Long-Term Care Planning. Here's Why.

An Empathetic Approach to Long-Term Care Planning

All of Your Female Clients Need Long-Term Care Planning. Here's Why.

Posted by Susan Kobara, CLTC

October 7, 2014 at 10:00 AM

Many of the women portrayed in movies and television are independent, wealthy, and confident. They have beautiful homes, designer clothing, and an endless supply of Jimmy Choo heels. (Ladies of Sex in the City, I'm talking about you.)

Read More

Topics: Risk Management

An Empathetic Approach to Long-Term Care Planning

Posted by Susan Kobara, CLTC

September 30, 2014 at 10:00 AM

We are in the midst of a significant intergenerational transfer of wealth, as trillions of dollars are being passed from aging parents to their baby-boomer children, creating numerous opportunities for advisors and clients alike.

Read More

Topics: Risk Management

New Call-to-action
New Call-to-action

Follow Us