The McAree Company is a leader in providing Long Term Care (LTC) products and education to insurance professionals, advisors and corporations nationwide.

As a leader in Long Term Care for over 16 years, we believe no one product or company can fit the needs of every individual or group. Therefore, educating clients on the differences between these contracts and the changes in the LTC industry in addition to the need for long term care is essential.

Quality products from A+ rated carriers and high levels of service are of the utmost importance. We provide LTC sales support, implementation and administration, and access to many of the top rated carriers in our industry.

About The McAree Company

The McAree Company, an insurance firm located in Braintree, Massachusetts, focuses on long term care insurance (LTCI) and executive benefit planning. The President of the company, Lisa McAree is a nationally recognized expert in LTCI.

The McAree Company, founded in 1966, entered the long term care insurance market in 1989 at the forefront of the industry. Throughout the years, the firm trained and supported over 1000 agents nationally in the education and sale of long term care insurance for the individual and the corporate marketplace.

As a leading general agency in the long term care market we have helped place coverage on thousands of individuals and companies. We represent the key insurance companies in the market today: Allianz, Genworth, John Hancock, Mass Mutual, Med America, Met Life, Physicians Mutual, Prudential and UnumProvident. Insurance companies are recommended based upon a combination of factors including: financial strength, commitment to market, contractual features, rate history, pricing and underwriting philosophy.

Due to the complex nature of the long term care marketplace it is important to work with a specialist in this field. The McAree Company provides its long term care expertise to insurance and benefit brokers as well as to legal and financial advisors across the country.

Our role is to help you make the best possible long term care insurance purchase for yourself, your client or your employees. We will review your needs and goals and help to design a program specifically geared to your situation. We will give you all the tools necessary to make your purchase, however the final decision will rest with you.

Long Term Care Insurance is a financial product that will make sure that carefully designed retirement and estate plans are left in place to do their job even when a long term care need arises.

Lisa McAree, LTCP, CLU


781.380.1027
lmcaree@mcaree.com
Lisa McAree, is President of The McAree Company, an insurance firm in Braintree, Massachusetts, that has focused on long term care (LTC) insurance and executive benefit planning for the past 16 years. Lisa spends much of her time in the executive market implementing plans for senior management teams. In addition to her client work Lisa has served in many industry advisory positions. She currently serves on the advisory committee for the professional designation for long term care specialists, LTCP, created by HIAA, (Health Insurance Association of America) and AALTCI (American Association of Long-Term Care Insurance). Lisa is a past President of the Boston Chapter of National Association of Insurance and Financial Associates, a past Director for the Boston Chapter of the Society of Financial Services Professionals and served for five years on the Board of Directors for Boston Estate Planning Council. During this time, she also served on Agent Advisory councils for two of the leading LTC insurance companies. In 1998 and 1999, Lisa was the agent liaison to the Massachusetts Attorney General’s Task Force on Long Term Care Financing.

Lisa has been a presenter on the subject of long term care at the annual meetings of the AICPA, Million Dollar Round Table, the National Association of Estate Planners and the National Association of Insurance and Financial Advisors. She frequently conducts seminars throughout New England for insurance professionals, attorneys, accountants, and consumers. Lisa has appeared on several television shows and was a regular contributor this past year on the Boston Business radio station on the subject of long term care. For several years Lisa was a regular contributor to Life and Health Advisor, an industry publication with a readership of 10,000. In addition, Lisa has published articles in the Boston Business Journal, Life Insurance Selling, Life Association News and other national publications.

Lisa is a founding member of The Council for Women of Boston College. A 1976 graduate of Boston College, she began her career in the insurance business in 1977 and obtained her CLU designation in 1982. Lisa resides in Boston, Massachusetts.

Stewart G. Cowles, CLTC, CSA


781.380.1031
scowles@mcaree.com
Stew Cowles is Vice President of The McAree Company. Since joining The McAree Company in 1995, Stew has specialized in long term care contracts, sales, and marketing. Stew assists financial advisors in educating their clients about the importance of long term care retirement planning both in the corporate and individual market. Stew and The McAree Company have developed an expertise in the presentation, design and implementation of multi-life LTC benefit plans. The McAree Company has more than 60 multi-life LTC benefit plans in force insuring over 1,200 employees. Stew is a frequent presenter at seminars on the subject of Long Term Care for financial advisors, attorneys, accountants and consumers.

A graduate of Stonehill College with a B.S. in Finance, he spent two years in financial services before beginning his career in the insurance business. Stew currently serves as President of the National Association of Insurance and Financial Advisors (NAIFA) Boston Chapter and serves on the NAIFA Massachusetts state board. He is currently studying for his designation as a Chartered Life Underwriter and resides in Mansfield, Massachusetts with his wife Kristen and two children Andrew & Aimee.