About

Wilma G. Anderson is the CEO of Senior Care Associates, Inc. which is located in Littleton, Colorado. This firm was established in 1987 to respond to the changing financial needs of individuals who are planning for retirement. In addition to her services as a Financial Advisor, Wilma’s specialty is long term care protection, critical illness coverage, & retirement distribution planning.

She has over 30 years of experience working with physicians, hospital management, CPAs, financial planners, and insurance companies. Her undergraduate and graduate work was completed at Northwestern. She is a Registered Investment Advisor with Woodbury Financial Services, a division of The Hartford, and she is also a Registered Financial Consultant. In 2007 she was given the CATO award for excellence in financial journalism.

Throughout the insurance and financial industries, Wilma is known as The LTC Coach and The Critical Illness Coach. She has authored sales systems for financial professionals, written consumer booklets about financial choices, and appears regularly as a columnist for ‘The Register’. She has published over 200 articles for the financial community and her articles have appeared in magazines such as Business Week, Senior Market Advisor, Agent Sales Journal, and Advisor Today.

Programs which are available for conventions and meetings include:

“The Choices Available for a Perfect Insurance Formula”
A consumer needs to know how to create the perfect insurance formula for their retirement!

If this program is given to other Financial Professionals they will learn how to create the formula that fits for their client’s lifestyle & budget and then how to CLOSE on that sale in the 2nd appt.
If the audience is the Consumer, this program will give them the necessary information & questions to ask their Advisor to make sure that their own personal insurance formula fits perfectly for their long term needs.

“Women and Their Financial Choices for Retirement”
Women live longer than men, plan differently, have different needs for their monies, and need to know the process to secure a successful financial life.

If this program is given to Financial Professionals, the Event will focus on the unique selling techniques to sell to Women who have significant wealth, and to the average woman who is planning for her financial retirement.

If the program is given to Consumers, Wilma will focus on the necessary requirements that women will need to work with a Financial Professional and how to create a secure financial retirement.

“LTC & Critical Illness Coverage—What You Need to Know”
Long term care insurance & critical illness insurance coverage can be the most misunderstood products in the marketplace!

If this program is given to Financial Professionals, the Event will focus on how to create the need for coverage with clients, how to CLOSE the sale in one or two appointments, the pitfalls to avoid, and how to increase the value of services to your clients and prospects.

If this program is given to Consumers, this Event will provide the consumers with all the necessary tools to evaluate the type of coverage that is needed and affordable with their Agents. In addition, if an individual cannot health qualify for this coverage, other financial options will be discussed that provide a safety net for their future healthcare costs.

“How to Create Tax-Free Retirement Income!”
There is a method to create tax-free retirement income for business owners and individuals that can be outside of a company’s normal retirement plans!

If this program is given to Financial Professionals, the Event will focus on how to use life insurance to create a whole new marketplace within the retirement planning & distribution arenas

If this program is given to the Consumer, the Event will focus on strategies to create tax-free retirement income that they may have overlooked. It’s easy to create the Roth IRA for the Rothschild’s!

To Contact Wilma Anderson: please call (720) 344-0312, or send an email to Info@WilmaAnderson.com