

- An advisor can help analyze current or past costs of home health care, assisted living, or nursing homes.
- They can review your insurance policies and government benefits to ensure you’re maximizing available resources.
- They provide strategies to manage and protect your assets so care needs don’t drain your finances.

- Planning early can save you and your family from financial stress later.
- An advisor can assess your risks and recommend savings or insurance options.
- Early planning brings peace of mind, knowing you’re prepared.

- Understand the true costs of in-home care services.
- Consider potential home modifications needed for care.
- Explore budgeting and financial support options for long-term in-home care.

- Get insight into the real costs of different facilities.
- Compare facilities and evaluate financial implications.
- Use strategies to fund care with insurance, savings, or other resources.

- Learn the most tax-efficient ways to liquidate assets for care costs.
- Discover strategies to protect what remains so it lasts longer.
- Explore alternatives like long-term care insurance or reverse mortgages.

- Take advantage of government programs that reduce long-term care costs.
- Incorporate tax incentives into your overall financial plan.
- Get a comprehensive review to maximize available savings and resources.

- Advisors can still provide valuable resources and planning strategies.
- Get advice tailored to your unique financial situation and goals.
- Plan for unexpected healthcare costs so you’re never caught off guard.

You’ll receive an email with insights based on your answers.

You’ll receive an email with insights based on your answers.

You’ll have the opportunity to schedule a free consultation with Rebecca to review your options.



Know the true costs of care before you need it.

Use tax incentives and strategies to save more.

Enjoy today knowing tomorrow is protected.


Any information provided may result in contact by a licensed insurance agent. This campaign is administered through CSI Financial Group.