Ohlson Group and NESA form Strategic Alliance to Help Demystify Medicaid Planning Rules and Regs

Indianapolis, IN - November 20, 2008 -  Raymond J. Ohlson, CLU, President and CEO of The Ohlson Group, a national insurance marketing and retirement planning organization headquartered in Indianapolis, Indiana, announces a new, strategic alliance with NESA (Nationwide Elder Service Associates) based in Collegeville, Pennsylvania (a suburb of Philadelphia).  “NESA,” Ohlson explains, “has been providing Medicaid planning services to and through other professional financial advisors all across America for nearly twenty years.  They know what they’re doing and they do it well!”  Mr. Hal Fliegelman, Esq.,NESA’s Founder and President, started the company to “give the public the best possible Medicaid planning services through an innovative team concept.”  Given The Ohlson Group’s focus on helping independent financial advisors help pre- and current-retirees plan for their golden years, the alliance between the two firms makes infinite sense.

“I can’t think of a more enlightened and experienced individual on the subject of Medicaid planning than Hal Fliegelman,” Ohlson adds.  “He is one of the country’s leading authorities on this complex subject and I’ve often heard him referred to as “Mr. Medicaid” among professionals in our industry.”  Ohlson further explains that Fliegelman and his team have a unique combination of compassion, knowledge, and skill that has allowed them to give thousands of people peace of mind by helping them cope with the emotional and financial demands that a loved one’s long term illness presents.

Fliegelman graduated from Brown University with High Honors and from Harvard Law School and Widener Law School, magna cum laude, where he was Editor of the Law Review.  Other lawyers from around the country frequently consult with Fliegelman who publishes widely and often on the subject of Medicaid planning. 

Drawing from personal experience, Fliegelman explains, “I understand the pain, anxiety, and guilt associated with dealing with an aging loved one who needs long term care.  My mother had a stroke and was in a nursing home for eight months; my sister also suffered a stroke and endured an even longer nursing home stay, and, sadly, my father-in-law spent the last ten years of his life battling degenerative Alzheimer’s disease also in a nursing home.  My commitment to this subject springs from these personal stories as well as from the thousands of other cases I have encountered over the years.

On the strategic alliance with The Ohlson Group, Fliegelman says, “We are thrilled to align with The Ohlson Group, because we see the same commitment to excellence, the same compassion, and the same integrity that we strive for every single day.  Furthermore, Jim “Medicaid Mac” McHale of The Ohlson Group offers keen insight into the needs of the professional financial advisors with whom he has worked for years and years.  “Mac’ is another true pro when it comes to understanding the labyrinth of rules and regs that continue to frustrate both consumers and advisors.”

Ohlson, who began selling life insurance while completing his undergraduate degree at Ball State University (Muncie, IN) in the early ‘70s, owns and operates The Ohlson Group.  “Our mission,” Ohlson says, “is to help our associates – financial advisors in the field – provide solid answers to the thousands of clients they see each year.  As the ‘boomers’ start retiring, they desperately need accurate and compassionate advice on how Medicaid issues can impact their lives positively rather than negatively in the future.”

Both companies’ leaders expect that their new, strategic alliance will better equip their organizations immediately.  For more information, advisors and consumers are invited to visited both the Ohlson Group’s website (www.ohlsongroup.com) or NESA’s website (www.nesacares.com).  Or, you may call Ohlson at 1-317-844-4411.

Contact:

Terri Gearlds
The Ohlson Group
510 E. 96th Street, Suite 185
Indianapolis, IN 46240
(317) 844-4411
tgearlds@ohlsongroup.com