Long-Term Care Planning Strategies (PDF Only)

Long-Term Care Planning Strategies (LTCPS), 2025

The 2025 LTCPS Client Data Card is a professional tool designed to educate clients on essential long-term care planning strategies. Ideal for in-person meetings or marketing campaigns, this resource reinforces your reputation as a client-centered professional delivering forward-thinking financial solutions.

Traditional Long-Term Care Insurance

• Overview of coverage and benefits for long-term care expenses.

Annuities with Long-Term Care Benefits

• Enhanced options to help cover LTC expenses through annuities.

Life Insurance with Long-Term Care Benefits

• “Hybrid” solutions combining life insurance and LTC coverage.

Reverse Mortgages & HELOCs

• Strategies for leveraging home equity to meet LTC needs.

Existing Life Insurance Solutions

• Tips on utilizing current life insurance policies for long-term care.

Health Savings Accounts (HSAs)

• Tax-advantaged savings plans for future LTC costs.

Self-Funded LTC Plans

• Guidance on saving, investing, and liquidating assets for care expenses.

Medicaid Eligibility and Benefits

• Overview of state-funded options for clients who qualify for Medicaid.

Why This Material Matters

The 2025 LTCPS Client Data Card empowers clients with clear, concise breakdowns of options for immediate and future long-term care needs. This comprehensive resource showcases your expertise and dedication to providing tailored, impactful solutions.

Order Yours Today

Equip your clients with the knowledge to navigate long-term care planning confidently. Use this Client Data Card to enhance your professional image and build trust.