Listed
below are several useful documents available for download:
- Numbers
That Matter (PDF)
Useful
document for attorneys and CPAs focusing on retirement
planning
- Basic Long Term Care Insurance Decisions
Selecting appropriate coverage involves a process that must be comparative and basic decisions that should be grounded in common sense and pragmatism. This article is about that process and those decisions.
Tactical Use of Long Term Care Insurance
This article considers the impact of the Deficit Reduction Act of 2005 on long term care planning. Temporary and Permanent approaches to the structuring of LTCI policies are examined as is the use of Shared Care benefits, each within the perspective of providing effective, appropriate and economical insured long term care planning tools. A Shared Care Cost/Benefit Matrix is presented.
- Long Term Care Insurance - 7/06 Cost/Benefit Matrix Update
Charts as of 7/07 the average annual individual cost with a spousal/companion discount the preferred and standard rates of six major LTC insurers for various issue ages.
- Long
Term Care: Fact & Fiction
(Web, PDF)
Sort
out the facts about long term care benefits and
costs
- Long
Term Care Resources
(Web, PDF)
The
types of care and care-giving facilities available
today as well as the range of costs required by
those care resources, the benefits and costs for
both privately insured and governmentally provided
long term care, and some tax issues relevant to
long term care insurance.
- Rules
of Engagement (Web,
PDF)
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