Mary (Age 70)
CD Example
Mary has a history of Alzheimer’s Disease in her family.
IRA
$
0
Stocks and Bonds
$
0
Checking/CD’s
$
0
Mary's Strategy
$9,000/month benefit is paid Tax-Free for:
- Home Health Care
- Assisted Living
- Skilled Care
- 100% Full Refund of Premium
Fixed Annuity
$
0
Tax-Free Exchange
Tax-Free for LTC or at Death
$
0