Client First Health Solutions (Client First) is a woman-owned small business that offers a unique approach to long-term care planning. Our long-term care expertise is guided by our team’s distinct experiences as licensed insurance producers and clinical social workers.
Jerren is a dual licensed life and health insurance producer and licensed clinical social worker. She has spent over 20 years working in the mental health field in a variety of settings including community mental health and outpatient treatment centers, schools and hospitals. Jerren’s passion for creating Client First came from the many years of working with individuals and families that were faced with the stressors of managing a chronic health crisis. She has a unique first hand perspective on the impact a long term care event can have on an individual, and their family members. Jerren understands the complexities of long term care planning and offers a wholistic approach that draws both on her experience as a social worker and certified long term care planner. When Jerren is not working with her Client First clients, she continues to see patients in an outpatient private practice setting on a part time basis and is a credentialed Medicare and Medicaid provider.
Our approach is multi-disciplined and client focused. With the combined knowledge of both the financial and emotional complexities of long-term care planning, Client First is positioned to find the ideal planning tools for your individual needs.
We help you define the aspects of long-term care – from Medicare and Medicaid to the costs of in-home care and more.
Our staff helps you explore your current and anticipated resources for long-term care, your specific needs and wants, the best time to plan, and how your current health concerns can impact your choices.
Our team partners with you and other family members, or collaborative professionals such as your financial advisor or estate attorney, to clarify your individual long-term care plan goals.
Based on your identified goals, our team works to find the best insurance products to meet your needs. We believe choice is critical and we want to provide as many choices for you to meet your specific goals.
We ensure you have the time you need to review product choices and if needed, reassessing to guarantee you have the right balance of maximum coverage without over insuring.
Our team guides you through the application and underwriting process through to policy delivery.
Our experts provide supportive services throughout the life of your policy, such as accessing your policy, locating resources for care and mediation at family meetings.