Comprehensive Needs Analysis To Answer Your Financial Questions About Long Term Care

Long-Term Care Needs

Use this planning tool to create a professional long-term care needs analysis for your clients and prospects. After completing the information, click the Submit button to generate a PDF report.
Contact Information
Client Spouse  
First name  
Last name  
Birthdate (mm-dd-yyyy)  
Address  
City  
State  
Zip  
Phone  
Advisor Information
Advisor name  
Title  
Company name  
Address1  
Address2  
City  
State  
Zip  
Phone  
Long Term Care Needs
Client Spouse
Age to begin long-term care  
Annual cost of long-term care ($)  
Years long-term care funds are needed  
Annual premium amount ($)  
Resources and Assumptions
Annual increase in long-term care costs (%)  
Available Assets ($)  
Investment return on recommended savings (%)  
Combined marginal tax rate (state & federal) (%)  
   

Additional Information

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This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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