Long Term Care Planning Specialist

 

To schedule a time to speak with a licensed, certified and appointed agent, click on the calendar.

Or Call 800-641-3315

 

Long-Term Care is one of the major risks we’ll face in retirement. 70% of everyone that reach the age of 65 will need it. There’s a New Long-Term Care Hybrid plan that takes advantage of recent tax legislation. This is not an old plan, use it or lose it, this plan includes the following benefits:

  • Unlimited/Lifetime tax-free dollars for any qualifying care, including in the home.

       • Liquidity feature as well as a tax-free death benefit if long-term care isn’t needed.

Tragically, most people are unaware of the compelling need to plan for this reality while they can still qualify. As a consequence, the most efficient options are no longer available. Don’t let this happen to you. I can help you avoid this common mistake.