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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