Bonnie Beaudette Davis
Long-Term Care Planning Consultant
When our team puts together an assessment and proposal for a strong financial plan, we’re considering all aspects that contribute to the recommendation. My role is to assist our clients and my Anton LeMieux peers in determining the best means to preserve a continuing independent lifestyle grounded in comfort, dignity and security.
Planning for long-term independence through at-home or community-based services is a critical portion of a thorough financial evaluation and plan. And sometimes that goal of independence involves a long term care insurance policy.
A lot of people haven’t had the first-hand experience with long-term care that I have, both personally and professionally. Not only did I work on the operations side of long-term care insurance for many years, I also have been overseeing the care for two of my own family members. Through proper planning, they have been able to achieve their desired outcome to remain in their home.
My own experiences have enabled me to provide both technical knowledge and genuine compassion to those who may be challenged by decisions that affect financial and personal independence. It’s through the process of having the sometimes difficult conversations about a client’s real needs and goals that together we can more effectively plan for the future.
Bonnie earned a BS in social work from the University of Southern Maine. She brings a wealth of knowledge about long-term care (LTC) insurance, services and claims. Prior to joining Anton LeMieux, Bonnie worked for 31 years at Unum, including 15 years as Assistant Vice President in LTC Benefit Operations.
Bonnie has served on the Board of Directors of Community Health Services, Home Health Visiting Nurses of Southern Maine, HomePartners, LLC and HOSPICE of Southern Maine. She has served on the Advisory Board of LifeStages, LLC, and as a consultant to several New England organizations developing solutions that allow greater independence for elders and their caregivers in the community and at home.
Bonnie and her husband Bill are avid gardeners, enjoy cooking, and especially appreciate spending time with their family.