David Katz, CLTC

David Katz, CLTC has a diverse work experience spanning over several decades. David began their career at McCann-Erickson, Inc in 1983 as a Vice President and Management Supervisor, where they worked until 1997. David then moved to Wunderman, where they served as a Vice President and Management Supervisor, overseeing accounts such as the U.S. Postal Service and MetLife. In 1999, they joined Brann as the Vice President and Management Supervisor before transitioning to Cronin and Company in 2002, where they held the role of Vice President and Director of Database/Direct.

Moving forward in their career, Katz served as the Director of Account Service at The Worx Group from 2009 to 2010. David then worked as an Independent Marketing Consultant at Lantern Hill Marketing from 2010 to 2015, providing strategic guidance and support for marketing initiatives. In 2012, they joined 2020 interactive as the Director of Business Development and Account Service, responsible for managing client relationships and driving business growth. Additionally, they worked at UnitedHealthcare as an Independent Sales Agent from 2015, specializing in selling insurance products.

Since 2013, Katz has been employed at ACSIA Partners as a Long Term Care Insurance Specialist. David'sexpertise lies in simplifying complex concepts related to Long Term Care insurance and guiding clients through the process.

David Katz, CLTC holds a Bachelor of Science degree in Marketing from the University of Connecticut. In addition to their degree, they have obtained several certifications related to Long-Term Care, including the Certification for Long-Term Care from CLTC in January 2020. David also holds certifications in Life, Accident and Health from the State of New York Department of Financial Services (April 2016), California Partnership for Long-Term Care from the State of California (June 2015), New York State Partnership for Long Term-Care Certification from the State of New York Department of Insurance (June 2014), Connecticut Partnership for Long-Term Care from the State of Connecticut (April 2014), and Life and Health Insurance from the State of Connecticut (April 2014). Additionally, they obtained the FINRA Series 65 certification in June 2013.