Diane Rosen

General Information

Experience

Financial Planner and Registered Representative  - American Portfolios Financial Services , Inc.

Affiliations

Charter Member  - Financial Planning Association of Greater Boston

Proud and Active Member  - Business and Estate Planning Council of Norfolkand Plymouth Counties

Recent News  

Diane Rosen, founder of Integrated Insurance Planning, works diligently to research and recommend the best insurance policies for her clients.
She educates her clients about the types of insurance policies that are available to help them in the present-and-as they age. Diane informs about long-term health care insurance, life insurance, disability insurance, and newer, hybrid insurance policies. Diane Rosen Integrated Insurance Planning 508 280-1636 Email Diane Diane Rosen is licensed to sell insurance in Massachusetts (license #1737746).

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Integrated Insurance Planning was established by Diane Rosen.
Diane Rosen Integrated Insurance Planning 508 280-1636 Email Diane Diane Rosen is licensed to sell insurance in Massachusetts (license #1737746).

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Diane Rosen is one of the most thorough and methodical professionals I have ever known.
When exploring the option of Long Term Care Insurance and life insurance, Diane researched many companies, summarized the pro/ con of each plan, sent the summary to me prior to our meeting, and answered every question thoroughly. When the paperwork came, she was there to answer questions and "walk me through" the details, making me exceptionally comfortable in knowing what I was signing. Diane's follow up is amazing, as well. She sent gentle reminders when payments were coming up, and has explained the annual reports as well. Diane informs and teaches with exceptional patience, and without one feeling as if they are being "taught". I recommend Diane without qualification. - DF, Mansfield, Massachusetts We have known Diane Rosen for forty years. She was first our good neighbor and friend, and in fact, stayed with our son while we went to the hospital to give birth to our daughter. Diane was our financial advisor for many years. She is intelligent, trustworthy and very meticulous. One of the many excellent decisions we made because of Diane's outstanding advice related to Long Term Insurance. Unfortunately, one of us was diagnosed with Alzheimer's Disease. Because of the Long Term Care Insurance, we are able to have excellent in home caregivers paid for by the insurance company. The financial burden has been lifted from us because of Diane's recommendation. Once we began using the insurance, Diane told us which questions to ask the company to make sure we understood all the benefits of our policy. We can fully recommend Diane Rosen without hesitation in any endeavor she pursues. She is intelligent, meticulous, caring and a person of outstanding ethics and character. -David and Camille L I have been a client of Diane's for about 30 years, and her level of service has been spectacular. When it comes to taking care of her clients, she is caring, considerate, and looks to the client's needs first, profit last. She researches all the possibilities and does a thorough presentation. When it came time for me for Long Term Care insurance, she obtained the best coverage for me and my future, without profiting from it. It benefited me, not her. She has done all my financial planning and insurance over the years. Diane Rosen Integrated Insurance Planning 508 280-1636 Email Diane Diane Rosen is licensed to sell insurance in Massachusetts (license #1737746).

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