David Whiteside CLTC, LTCP is a past member of the National Care Planning Council, the Southern Utah Estate Planning Council, and was the founding Director of the Southern Utah Care Planning Council. David has offered financial advice and services since 1991. David holds two Long Term Care certifications, and is also a fully licensed mortgage & reverse mortgage agent in Utah and California.
He has extensive experience in financial services, insurance, banking, and mortgage finance. He specializes in coordinating all available assets to achieve ZERO OUT-OF-POCKET COST long term care funding, as well as principle-guaranteed retirement savings plans & Medicaid planning. His practice covers Utah, Nevada, and California, where he is well known for his unique, low-key, consultative approach.
As the Director of the Southern Utah Care Planning Council, David offered classes in ethics, long term care, and retirement planning for Utah insurance and financial professionals. The classes emphasized the ETHICAL implementation of financial strategies, especially fixed annuities. David also coordinated the Council’s Internet Referral program in Southern Utah, helping consumers locate legal & financial resources as well as facility and home care providers.
David was the first Los Angeles County broker to achieve the prestigious Certified in Long Term Care (CLTC) designation when it was originally offered in 1999, by the Corporation for Long Term Care Certification. He was also one of the first ten recipients of the Long Term Care Professional (LTCP) designation, conferred by the Health Insurance Association of America. These designations represent extensive multidisciplinary training that includes estate planning, Medicare and Medicaid regulations, product suitability, and alternatives to traditional insurance products. David pioneered the use of the new generation of “long term care annuities,” in combination with Reverse Mortgage planning, in Southern Utah.
David also has extensive experience helping growing families with the basic benefits of health and life insurance.
Southern Utah
Whiteside Agency, Inc.
473 S. River Road, #1-357
St. George, UT 84790 info@ltworks.com
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