• How can I make sure my

    retirement is secure?


Free Guides

View our resources on Long Term Care below.

LTC Usage by the Numbers 2019 Infographic

Infographic! See how many people actually need care, how long they need it for, and steps to take if you would like to learn more. This infographic is a great resource for some basic LTC statistics.

LTC Consumer Tax Guide 2015

Working with someone who specializes in long term care can provide unbiased information on a variety of LTCI carriers to help find the best plan to fit your specific, individual needs and budget.

Top 5 Questions about Long Term Care Insurance

Over the years our Consumer Specialists have helped hundreds of people plan for a long term care event. Throughout the planning process, there are numerous questions that have come up. We have polled our Consumer Specialists to find out what the top five questions are that they receive, and answer, on a regular basis. This guide was created to really dig in to these questions and provide clarity. You may have more questions as you read through, so please always feel free to contact us.

LTC Consumer Tax Guide 2018

2018 Tax Breaks & Incentives Guide for Long Term Care Insurance


Infographic!  See what over 1,200 LTC Consumer client’s purchased in 2015.  This infographic is a great resource for getting an idea of what plan features may be a good fit for you.

Once you submit an application for long term care insurance (LTCI) you may wonder, “What’s next?”

Infographic! See what over 2,000 LTC Consumer client’s purchased in 2014. This infographic is a great resource for getting an idea what plan features may be a good fit for you.

NAIC Shoppers Guide

We have compiled the data of over 2,000 applicants to show you the buying trends. This one page document will show you what plan designs consumers are buying and what may not be as important as you thought.

NAIC Shoppers Guide

The National Association of Insurance Commissioners (NAIC) is the oldest association of state government officials. Its members are the chief insurance regulators in all 50 states, the District of Columbia, and five U.S. territories. State regulators’ primary responsibility is to protect insurance consumers’ interests, and the NAIC helps regulators do this in several different ways. This Shopper’s Guide is one example of the NAIC’s work to help states educate and protect consumers.

A 3-Step Guide to Smarter Long-Term Care Planning

The time to prepare is now. The need for long-term care is one of the biggest financial threats you could potentially face in life. This guide provides information and tips regarding long-term care planning and insurance protection.