Planning for long-term care expenses — as a family

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Speakers

Florrie Willis
AVP, Divisional Sales Manager
Lincoln Financial

Florrie joined Lincoln Financial in August of 2002 and the MoneyGuard® team in April 2010. She has 17+ years of experience in the financial services industry.

In her current capacity as MoneyGuard Divisional Sales Manager, Florrie helps financial advisors create strategies to reduce the impact of long-term care expenses on client assets.

Prior to this position, Florrie served as a MoneyGuard External Wholesaler in Central Florida, and then a Senior Account Manager in Lincoln’s Relationship Management Group. Florrie is a graduate of Lincoln’s Professional Development Program and was also named to Lincoln’s Wall of Fame in 2019, recognizing her as one of Lincoln’s top wholesalers over her career.

Florrie holds FINRA Series 6, 66 and 63, Series 26 registrations, and state life and health licenses. She received a BA in Urban Studies from The University of Pennsylvania. Florrie lives in Tampa with her husband, Patrick, and two girls, Georgie (7) and Annabelle (5). In her free time,

Florrie enjoys spending time with family and friends, yoga and also serves as a Board Member of the Trustee Foundation for the Boys and Girls Club of Tampa Bay.

Robert Huebscher
CEO and Founder
Advisor Perspectives