Real-Life Case Studies for

Long-Term Care Planning

"Real-life" examples of Long-Term Care Planning can be helpful to see how you might consider complementing the financial planning you're doing with clients, and we encourage you to review the Case Studies below to help identify clients who should consider Long-Term Care Planning......

Each case study takes an in-depth look at scenarios advisors frequently encounter and these examples can 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