SCHNEIDER & SHULMAN ASSOCIATES - Key Persons

Job Titles:

• CEO
• Co - Founder
• Resources

David Shulman is co-founder of Schneider & Shulman Associates. Originally a financial planner focusing on business, David's first experience with Long Term Care Insurance came as a result of working closely with several lawyers and advisors who gave seminars in Long Island and New York City involving estate planning. When the Medicaid laws changed drastically in 1996 and the importance of Long Term Care planning became apparent, David convinced the lawyers and advisors to incorporate Long Term Care information into their seminars, and he himself became their featured speaker. After witnessing the emotional and financial devastation resulting from the need for Long Term Care for his grandfather, he chose to partner with Jay Schneider to form Schneider & Shulman Associates. The two specialize in Long Term Care planning, and have since become two of the industry's leading experts. David's experience as a supervisor for a major Long Term Care Insurance company and a representative for many quality providers gives him a depth of knowledge unparalleled in the field. His practical approach concentrates on preventing catastrophic consequences to families and retirement plans. Outside of financial planning, David enjoys spending time in Delray Beach, FL with his wife, Donna, six children, and granddaughter, Graham. As an avid boater, struggling golfer, and motorcycle enthusiast, David and Donna spend most weekends either on the sea, at the course or enjoying the open road. Education: Bachelor of Science in Business Administration from The Ohio State University

Jay Schneider has more than 25 years of experience in insurance and estate planning. As the former director of a home care agency and a geriatric social work organization, he learned a great deal about the unique joys and challenges of working with the elderly. Upon entering the private sector, Jay focused on financial planning and was director of estate and financial planning with a major New York City planning firm. While formulating estate plans for his clients, he learned of the critical importance of Long Term Care planning. He easily recognized the need for an organization that could simplify the confusion agents were experiencing concerning Long Term Care planning and joined with David Shulman to found Schneider & Shulman Associates in order to specialize in this area. A well-known expert in the development of financial plans, Jay has analyzed all of the many Long Term Care Insurance plans available currently. More importantly, he can explain the differences between them to anyone and his client-friendly presentations are designed to untangle the confusion and clarify the solutions for clients and their families. Jay and his wife, Randi, enjoy traveling, and have completed several bicycle tours through wine regions in France and Italy. Closer to home, they enjoy sailing, hiking and biking on the East End of Long Island. Education Bachelor of Arts in Psychology from SUNY Stony Brook Master of Science in Education in Psychological Counseling from Long Island University