Phyllis Shelton

Phyllis Shelton

Marketing Promotion Coordinator

Followers of Phyllis Shelton3000 followers
location of Phyllis SheltonGreeneville, Tennessee, United States

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  • Timeline

  • About me

    President and CEO, Got LTCi, LLC and Marketing Director, nonprofit entertainment venue

  • Education

    • University of Tulsa

      -
      Economics
    • Oral Roberts University

      1971 - 1976
      Bachelor of Liberal Arts English, history, theology, psychology Dean's List
    • The University of Tulsa; University of Tennessee at Chattanooga

      -

      Activities and Societies: marketing, accounting, journalism, economics

  • Experience

    • Blue Cross Blue Shield of Oklahoma

      Nov 1978 - Nov 1980
      Marketing Promotion Coordinator

      Group and individual health insurance: prepared benefit booklets and promotional brochures; wrote and produced alternate funding proposals; coordinated all functions of annual sales meeting; interfaced with other states for national accounts; internal sales support

    • Blue Cross Blue Shield of Tennessee

      Dec 1980 - Oct 1987
      Marketing Service Manager

      I reported to the VP of Marketing and was in charge of sales support as well as being the liaison between the home office and field for any kind of problem (claims, billing, fraud investigation, customer service, etc.). My position also required management report development and proposal preparation and presentations to large employers to sell BCBST's group health insurance products.

    • Preferred Plan Administrators

      Oct 1987 - Aug 1988
      Marketing Representative for Small Group Health Plans

      • Broker cultivation • Employee enrollment and education • Proposal preparation • Account service• Sales presentations • Field underwriting

    • John Hancock Financial Services

      Oct 1988 - Mar 1991
      Marketing Representative

      Built a reputation for the agency in the local area as the best resource for long-term care insurance. Position involved extensive research on long-term care issues and conducting frequent public seminars, including seminars for estate planning professionals (i.e. attorneys, bank trust officers, CPAs, CLUs). Responsible for training new agents and brokers on long-term care insurance.

    • LTC Consultants

      Aug 1991 - Apr 2018
      President and Owner

      LTC Consultants (LTCC) provides consulting services to the long-term care insurance industry via live and online producer training (www.LTCiTraining.com), manufactures an extensive line of long-term care insurance sales aids and publishes consumer education materials on planning for long-term care. LTCC's founder, Phyllis Shelton, believes that planning for long-term care is not just a good idea – it’s essential for most Americans so that families can retain INDEPENDENCE and CHOICE when care is needed. In today's economy with most states experiencing budget deficits largely due to the uncontrolled growth of Medicaid, a free solution is to educate Americans to provide Partnership LTCI plans through employers to employees ages 18+. With limited underwriting for employees and usually working spouses, most Americans will be able to get LTC insurance that provides asset protection equal to benefits paid out if the insurance isn't enough and they have to turn to Medicaid for help. Since these plans are available to extended family members as well, this is the fastest way to build a reserve of private-pay dollars so that Medicaid becomes payer of last resort not first resort for long-term care. With the upcoming Medicaid tsunami due to only 5% of 80 million baby boomers having coverage for LTC and 16 million younger adults being added to Medicaid for their health insurance between 2014-2019, it is ESSENTIAL to get as many Americans covered with private LTCI as fast as possible. Show less

    • Got LTCi, dba of LTC-Info

      Jan 2005 - now
      President and Owner

      Got LTCi is a Tennessee-based agency specializing in helping Blue Cross Blue Shield of Tennessee provide long-term care insurance to Tennesseans through BCBST health insurance agents. Got LTCi's specialty is worksite LTCI utilizing Phyllis Shelton's High-Impact Worksite Selling System. Phyllis Shelton also uses Got LTCi to help consumers purchase LTC insurance outside of Tennessee who don't have a local agent.

    • LTCiTraining.com

      Jun 2007 - Dec 2012
      Co-Founder

      LTCiTraining.com was founded as a partnership between Phyllis Shelton of LTC Consultants and Philip Sullivan of SellingLTC.com to provide the premier training experience to meet post-DRA state mandatory training requirements to sell long-term care insurance. The mission continues to be to provide content rich training that enables producers to immediately educate clients and prospects better about the necessity of planning for long-term care and increase sales production immediately.

    • Rhoades Car International

      Oct 2010 - Sept 2015
      Vice President Sales and Marketing

      Rhoades Car International, LLC, headquartered in Hendersonville, Tennessee, offers a unique line of "four-wheel bikes that drive like a car" including 1-person, 2-person and 4-person models with multiple gear choices that allow riders to pedal independently. It has an optional motor which can be charged electrically or with a solar panel. The original company was founded by inventor J. David Rhoades in 1991. His passing in late 2009 created a unique opportunity for new owners, Phyllis Shelton and Bill Pomakoy, who purchased the exclusive international rights to the product line from the family and estate of J. David Rhoades. Since then, four new models have been introduced and sales have increased 26% in 2011 and 52% in 2012. Rhoades Car is a Certified Made in the USA product that provides sustainable transportation for families and industry, helps fight obesity, and provides a way for disabled people to exercise safely either alone, or with loved ones or attendants/caregivers. Show less

    • PENNY TRAIL PRESS, LLC

      Jan 2017 - Dec 2018
      Director of Marketing

      This wonderful company helps families who need to transport two elderly parents or a parent and a child simultaneously by introducing them to the first 2-person transport chair at www.Pennytrailexpress.com. This patented product also has mass implications for theme parks, hospitals, airports, and the long-term care industry by allowing one person to transport two people at a time. PTE is currently looking for a manufacturer who would like to purchase an ownership in the company and bring the "T4T" into production to satisfy large orders. Please contact me for specifications, etc. Show less

    • Appalachian Auditorium at St. James

      Apr 2019 - now

      Appalachian Auditorium at St. James is a 501(C)3 entertainment venue that provides quality family entertainment at a reasonable price nine months out of the year.

      • Secretary

        Sept 2019 - now
      • Marketing Director

        Jun 2019 - now
      • Marketing Director

        Apr 2019 - now
  • Licenses & Certifications

    • Certified in Long Term Care (CLTC)

      CLTC
    • Certified in Long Term Care (CLTC)

      CLTC
    • CSA

      Society of Certified Senior Advisors