Jaqueline A. Baldwin*, CLTC®

Jackie Baldwin believes in providing a comprehensive strategy to preserve a quality of life as the centerpiece in her approach to aging plans, long-term care and financial planning.  Collaborating with families, adult children of aging parents, corporations and individuals, Jackie seeks to create a strategy that is more than just obtaining insurance and investment products. She believes in listening to clients, providing high-quality education and information, and then designing financial plans that incorporate the goals and dreams of her clients.

Working with women is another focus for Jackie, since financially empowering women is a passion coming from her own discovery of how she, herself, became more empowered as she learned more about what her industry can offer her in reaching her own life goals.

Jackie began her career in the financial services industry in 1986 and was awarded a professional designation in the field of long-term care, Certified in Long-Term Care (CLTC). The program is independent of the insurance industry and focuses on providing financial service professionals the tools needed to meet their clients' long-term care needs.

Jackie's personal experience with her own parents sparked her passion to help clients put a strategy in place that protects their families from the emotional, physical and financial devastation that extended care can cause, especially putting her network of professionals in place with her clients before crisis demands they seek out these professionals.

Over the course of her 33-year career, Jackie has trained financial representatives, compliance supervisors and operations managers for branch offices of leading broker/dealers.

Her credentials are many, and among them are: Life & Health Insurance License; FINRA Series 7, 24, 63 and 65 registrations; and her certification to sell long-term care insurance approved by the Connecticut Partnership for Long-Term Care.