Many of you may be contemplating your needs and options for LTC insurance. This can be a complicated analysis, dependent upon an individual’s age, health, financial circumstances, wealth transfer goals, and general philosophy. You may struggle and be reluctant to weigh the risks and benefits, and to assess the potential value of LTC coverage.
We have added this checklist to help guide you through covering key issues to consider prior to purchasing LTC coverage, including:
- LTC needs and services
- Funding options
- Policy features
- Hybrid alternatives
- Tax considerations
You may find this checklist on Acumen’s Resources page here: What Issues Should I Consider when Purchasing Long-Term Care Insurance?
If you’d like to discuss your personal situation and learn more about how Acumen can help you Invest Intentionally®, please contact us.