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Lisa Beers

Lisa B. Beers, President of Premier Planning

Group II, Inc. is also the firm’s Long Term Care

and Disability Income Director. Lisa has

combined her knowledge, skills and compassion

to address our clients’ concerns in the critical

areas of long-term care and income replacement

protection.

 

She has achieved national success working with

individuals, employees of local, national and

international businesses of all sizes as well as their

family members to provide quality protection,

utilizing all available tax advantages. A sampling

of clients for whom Lisa has provided long-term

care protection includes major New York law

firms, a school district, North Palm Beach

Chamber of Commerce, national associations and

international corporations. Lisa has been endorsed

by the American Nurses’ Association (ANA) as a

Special LTC Advocate.

 

The defining characteristics of Lisa’s practice

have always been listening to and understanding

clients’ personal and family needs and desires

regarding how and where care may be provided,

the quality of life and the preservation of assets

that they have worked so hard to accumulate.

Preserving dignity and the sanctity of the family

and individual are paramount.

 

A nationally recognized authority, speaker and

instructor on long-term care and income

protection, Lisa has authored articles and been

interviewed by the media to help explain the

important care options, funding and understanding

of long-term care and disability income issues.

 

During her more than 25 years of insurance

industry experience, Lisa has led the Long Term

Care divisions of Travelers Portfolio Group (a

division of Travelers Insurance Company) and

USI Insurance Services and led the Disability

Income Division of Connecticut Mutual before

joining Premier Planning Group II, Inc. She

graduated from Brown University in 1976.

 

Lisa holds professional memberships in the:

• Society for the Certification in Long Term Care

• National Association of Life Underwriters

• Association of Health Insurance Advisors

• Palm Beach Life Underwriters Association

• National Association of Insurance and

Financial Advisors

• Women’s Chamber of Commerce

• North Palm Beach Chamber of Commerce

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