Real-Life Case Studies for

Long-Term Care Planning

INERTIA believes that understanding "real life" examples of Long-Term Care Planning, and how it can be implemented, will complement the financial planning advisors and consumers are doing today.  As you begin the process of Long-Term Care Planning, either for yourself or the clients you advise, we encourage you to review the Case Studies we have prepared. 

Every case study takes an in-depth look at scenarios we frequently encounter and we feel these examples will highlight the benefits of the Long-Term Care Planning process.

We look forward to working with you and/or your clients to implement customized Long-Term Care solutions.  Please feel free to contact us with any questions or comments.

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CASE STUDY LIBRARY:

CASE STUDY #1:   Sally Saver:  The Retired Female

CASE STUDY #2:   Nick & Nancy Newlywed:  Pre-Retirees & 2nd Marriage

CASE STUDY #3:   Sam Saver:  The Recently Divorced Grandfather



CASE STUDY #4:   Charlie & Carol Cash:  Untapped IRA & RMDs