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The expense most retirement plans overlook.

Long-Term Care

Health insurance and Medicare cover very little extended custodial care. Long-term care planning is about deciding in advance how that care would be paid for — and who would coordinate it.

What to understand

  • Traditional LTC policies

    Pay a daily or monthly benefit for qualifying care, after an elimination period.

  • Hybrid life/LTC

    Life insurance with a long-term care rider, so the premium isn't lost if care is never needed.

  • Elimination periods

    The waiting period before benefits begin — effectively a deductible measured in days.

  • Inflation protection

    Care costs rise; benefit growth options help coverage keep pace.

Questions worth asking

  • Would I prefer care at home or in a facility?
  • What would that cost in my area today?
  • Who in my family would coordinate care?
  • How much of the risk do I want to self-fund?

Talk it through with Daniel

A no-cost consultation is the fastest way to find out which options actually fit your situation.