Meet Mary.
Mary recently got a golden parachute from the local newspaper where she worked for the last 35 years and is now enjoying an early retirement.
She was diagnosed with Type 2 diabetes 3 years ago and is currently being treated with a small daily amount of oral medicine.
Her Mother lived in a nursing Home for 6 years with Alzheimer’s before she died.
Mary is concerned about long-term care for herself. She wants to know what options she has.
Mary has one son who is 35 years old living in Hollywood pursuing an acting career. Mary would like to leave her son an inheritance if possible.
Mary’s Assets.
| Monthly Income | ………….. | $2,700 |
| Monthly Expenses | ………….. | $2,000 |
| Stocks and Bonds | …… | $300,000 |
| Checking/CD’s | …………………….. | $370,000 |
| IRA Account at Edwards Jones | ………………. | $200,000 |
The Benefits
- Provide for a Long-Term Care Program by repositioning assets
- Choices where she wants to receive her care
- Provide Tax-Free Death Benefit to her heirs if she doesn’t need Long-Term Care
- 100% Return of Premium*
- Single premium purchase guarantees no rate increase for her long-term care protection
By transitioning their money…
$8,953/month benefit are paid TAX-FREE for:
- Home Health Care
- Assisted Living
- Skilled Care
- 100% Full Refund of Premium*
$250,000
Transferred from CD’s
$447,635
Tax-Free for Long-term care or at death
*Return of premium products are limited. Please consult an insurance agent for more information.