Trish Morton, MBA, CLTC
Regional Sales Director, Brokerage

Trish has been in the long-term care planning industry for 17 years (four as an agent, 13 as a wholesaler). She has supported Brokerage General Agencies, career agents, wire houses and independent advisors with training, client events and presentations. She is adept at educating clients about the long-term care planning discussion.

Trish received her MBA at Xavier University in Cincinnati OH, and also a M.S and B.S. in Education, from the University of Louisville. She currently has her Certification in Long-Term Care designation (CLTC).

Trish resides in Fishers, IN, and has a son, Ben, who lives in Chicago. She is a member of Perspectives Alumnae for the Women’s Fund of Central Indiana, a philanthropic not for profit organization. Her hobbies include tennis, cross training, skiing and reading. She’s an avid Indianapolis Colts and Louisville Cardinals fan.