Long-Term Care Planning Strategies (PDF Only)

Long-Term Care Planning Strategies (LTCPS), 2024

The LTCPS Client Data Card is the perfect professional tool to educate clients on essential long-term care planning strategies. These cards are ideal for printing & handing out in person or including in marketing campaigns. This client-facing material reinforces your reputation as a knowledgeable, client-centered professional, dedicated to delivering forward-thinking financial solutions.

Information Included (Front & Back):

• Traditional Long-Term Care Insurance: Coverage and benefits overview
• Annuities with Long-Term Care Benefits: Enhanced options for LTC expenses
• Life Insurance with Long-Term Care Benefits: “Hybrid” options combining life insurance and LTC
• Reverse Mortgages & HELOCs: Leveraging home equity for LTC needs
• Existing Life Insurance Solutions: Utilizing current policies for long-term care
• Health Savings Accounts (HSAs): Tax-advantaged savings for LTC
• Self-Funded LTC Plans: Saving, investing, and liquidating assets for future care
• Medicaid Eligibility and Benefits: State-funded coverage options

This carefully crafted handout covers every stage of long-term care planning and empowers clients to make informed decisions. The card provides clear, concise breakdowns of options available for both immediate and future long-term care needs.

LTC information is updated for the 2024 planning year.