The risk of cognitive decline and loss of independence is real and must be measured as part of comprehensive financial planning. Yet most financial plans still rely on generic averages, if they address the risk at all. 

The CARE (Cost Assessment & Risk Evaluation) Profile™ transforms health, lifestyle, family history, and personal risk factors into an AI-powered analysis that measures the factors essential to comprehensive financial, legal, and tax planning. It provides a personalized projection of longevity, when care is most likely to begin, how long it may last, the type of care most likely to be needed, and the potential financial exposure to clients and their loved ones.  In simple terms, the CARE Profile™ provides answers to the foundational questions of the Long Term Care Planning process.

>  What is the client's individual life expectancy?

>  When should clients expect care to begin?

>  How many years is care expected to last?

>  Where will care be needed across the continuum?

>  What is the estimated cost of care

>  What is the current retained care risk exposure, the Care Delta™

>  Should clients retain the risk or transfer some or all of it?

Building CAREfidence into every client's comprehensive planning starts here.