Lehmann/Wood and Associates, Inc.
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Company Profile

Terry Wood   David Johnson   Cheri McDonald   Amy O'Neill



David Johnson, Terry Wood


Spencer Lehmann, Terry Wood
Lehmann/Wood & Associates, Inc. is an independent general agency which specializes in group and individual long term care insurance.

Our association with a number of insurance carriers enables us to provide our clients with the most appropriate long term care coverage. That's only one of the reasons we are recognized in the insurance industry as leading long term care insurance agents. Additionally, we provide our policy holders with unbiased, personalized services. Our approach is to inform and educate, so clients make decisions most suited to their needs. Our understanding of issues and concerns to mature adults and our straightforward approach to insurance counseling provide a unique service that policyholders of all ages have come to expect.  

The principals of the firm, Spencer A. Lehmann, Registered Health Underwriter and Wm. Terry Wood, Registered Health Underwriter, have combined experience of over 50 years in insurance sales, claims adjudication and group insurance administration. They are the administrators of several retirement center insurance programs, including those at Panorama City in Lacey, Covenant Shores on Mercer Island and Horizon House in Seattle. They also consult on Long Term Care insurance programs for a number of employer groups and public school districts throughout Washington. Our staff is available Monday thru Friday to provide personal assistance to our clients, agents, and business partners.

On March 1, 2004, Lehmann/Wood's base of knowledge grew exponentially when Cheri McDonald, Registered Health Underwriter, joined the company. With Cheri's experience, the company can now proudly boast that we have over 70 years combined experience in the LTC insurance field, giving our clients access to an even greater source of information and assistance.

As recognized Long-Term Care insurance specialists, Lehmann/Wood & Associates, Inc. administers human resources departments at several large companies in the western Washington area, to provide employer/employee benefit programs and financial planning services.

LEHMANN/WOOD CORPORATE ACCOUNTS

SPONSORING GROUPS

Covenant Shores Retirement Center, Mercer Island
Panorama City Retirement Community, Lacey
The Kenney Home Retirement Center, West Seattle
Stillwaters Estates, Inc. Retirement Center, Olympia
Greater Seattle Chamber of Commerce
Bellingham/Whatcom County Chamber of Commerce
Cheney School District
Kent School District
Lake Washington School District
Medical Lake School District
The City of Auburn
The Free and Accepted Masons of Washington
Northwest Hospital, Seattle
Seattle Housing Authority
Blaine School District
Horizon House
Luce, Lumbino & Riggio


APPOINTED ADVISORS LTC

Cummings and Associates, Inc., Seattle
Marsh Advantage America, Seattle
Superior Insurance, Auburn
The Unity Group, Lynnwood/Bellingham
Wilkerson and Associates, Inc., Spokane
Willis, Inc., Seattle
Meacham Insurance Group

ADDITIONAL BIOGRAPHIC INFORMATION:

PUBLIC SERVICE

WA State Insurance Commissioner’s LTC Task Force (Wood)
WA State Insurance Commissioner’s SHIBA Advisory Committee (Lehmann)
WA State Long Term Care Partnership Task Force (Lehmann)
WA State Senior Citizens’ Lobby (Wood)
National Association of Health Underwriters, Chairman Senior Health Care Issues (Lehmann)
    (Now called National Association of Insurance & Financial Advisors (NAIFA))
Certified Instructors, Office of the Insurance Commissioner, Washington State Long Term Care Insurance Course (Lehmann and Wood)

PROFESSIONAL AFFILIATIONS

American Association of Long Term Care Insurance
Association of Health Insurance Agents
National Association of Health Underwriters
National Association of Insurance & Financial Advisors (NAIFA)
Washington Association of Housing and Services for the Aging
Washington Health Care Association

COMPANIES WE REPRESENT

Allianz
CNA
GE
John Hancock
Life Investors
Penn Treaty Network America
MedAmerica
Premera Blue Cross/Lifewise
Regence
State Life
Unum

Copyright © 2002-2008 Lehmann Wood Johnson, Inc. All rights reserved.

To reach us call 1-800-696-1939 or 425-861-8700 or Fax 425-861-6685