Fill this out and share your thoughts with them.
1 Is long-term care expense planning currently a part of your retirement plan?
2 When you think about your overall goals, do you plan to completely spend down your assets?
3 Do you have a good understanding of the costs of different types of caregiving services in your area, such as skilled nursing home care, assisted living, and in-home care?
4
5 Would you want a family member to be your caregiver in any capacity?
6

– Are they aware and feel comfortable that this is your plan?

– Are they willing to sacrifice time to provide assistance?

7 Would you be interested in a long-term care solution with premiums that remain constant and not increase in the future?
8 Would you be interested in a long-term care solution that provides other benefits if you never need care?