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.

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Recent Posts

Why You Can't Afford to Ignore the Insurance Conversation

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

An Empathetic Approach to Long-Term Care Planning

Why You Can't Afford to Ignore the Insurance Conversation

Posted by Susan Kobara, CLTC

January 27, 2015 at 10:00 AM

Most advisors have discussions with their clients every day about the state of the markets, their portfolios, or their retirement plans. These usually positive interactions serve to reinforce your value as your clients' trusted financial professional.

But when was the last time you had a positive, satisfying insurance conversation? For that matter, when was the last time you had any conversation about risk management?

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Topics: Risk Management

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.)

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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.

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Topics: Risk Management

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