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Created a Long-Term Care Safety Net

A couple in their late 50s spent the last 5 years caring for an aging parent. They did not want their children to have a similar financial or emotional burden. The cost of care spent down a sizable amount of assets and eroded the family’s financial legacy.

Solution: We successfully helped them use long term care insurance to:

  • Cost effectively transfer the liability of providing in-home or residential care from their family to an insurance company.

  • Preserve their family’s financial legacy

  • Create peace of mind that they wouldn’t become a burden to their children

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