Protect your income and legacy.
Focusing how to protect income streams to last through retirement
Looking forward to spending time with family and grandchildren
Starting to take required minimum distributions (RMDs)
Retirement is going great, and I am enjoying spending time with my family. Although I have sufficient retirement savings, I'm unsure that my income stream could sustain a long-term care event. I want to be sure I'm prepared for the unexpected so that I won't strain my loved ones with additional responsibilities.
Jack’s long-term care plan
Jack and his financial professional selected a hybrid long-term-care funding solution that protects his retirement income and legacy from the rising costs of care and tax-inefficiencies. Additionally, his family can rest assured knowing that he has a comprehensive plan in place that will provide dedicated resources and support if he does need care.
Three questions to discuss with your financial professional:
What would happen to my income stream if I need care?
Would I be comfortable having my loved ones change their lifestyles to take care of me?
Would I be able to reposition my assets to cover the cost of extended healthcare event?
Issuers: The Lincoln National Life Insurance Company and, in NY only, The Lincoln Life & Annuity Company of New York