About Marilee

DSC_0145Marilee has been helping businesses and individuals accomplish their goals for over 18 years.  She helps businesses identify their “sweet spot” — strategically crafting what they offer to best succeed in the marketplace….and then communicating to the right people through smart branding and messaging.

She works with business owners and organizations who want to develop and implement an intelligent, no-nonsense, sustainable brand and system to increase profitability and customer satisfaction.

This is accomplished a variety of ways;
– Strategic Business Consulting
– Coaching
– 9-Hour RESET business owner/executive retreats
– Keynote speeches
– Subscription programs

In addition to her business strategy work, Marilee is also a leading voice on the topic of long-life planning in general, and long term care planning in particular.  A former insurance agent, CLU, and national instructor for the Certified Senior Advisor designation, Marilee saw her beloved grandmother need 10 years of care from age 89-99.  Author of “The Complete Idiot’s Guide to Long-term Care Planning,” Marilee is uniquely qualified to speak on the topic of long-life planning, and has spoken to thousands of people on the topic, from professionals at Estate Planning Council meetings to employees at Toyota’s at women’s conferences.

In the Media (partial list)

Kiplinger’s  “How to Buy Long-Term-Care Insurance” (November 2014 print magazine)
Kiplinger’s  “Planning for Alzheimer’s
Kiplinger’s: “Long-Term-Care Rate Hikes Loom” by Kimberly Lankford.  Marilee is quoted in paragraph 13.

New York Times: “Getting Insurance for One’s Frailest Years” by Walecia Konrad.
Marilee is quoted in paragraphs 12 and 13.

Have you worked with me?
Please send a testimonial.


Marilee’s practical knowledge of LTCi and how to consultatively sell permeate her businesses. Whether it’s a laser coaching session or one of her NoSweatSite turn-key websites, I can recommend Marilee without reservation. Marilee worked closely with me to develop a website that shows prospects and referral sources who I am – and my approach to planning; My new web site through http://www.NoSweatSites.com has all the bells and whistles I wanted – without the hassle and expense of hiring a web designer myself Now, when someone looks me up online, they see an impressive, professional web site. They ‘meet me’ in a favorable way.
Peggy FortsonBaldwin, GA

Marilee’s Clients