When is Longevity Income Solutions the Right Call for Your Family?
As we approach retirement age and beyond—ourselves and our older loved ones—planning for any care and support that might be needed becomes increasingly vital. Ideally, planning should begin well before retirement age. However, there are solutions and educational resources for you and your family, even if you or your loved one have pre-existing medical conditions.
For clients who have a plan and those who urgently need a plan, Longevity Income Solutions offers a range of services tailored to seniors and their families. Contacting us is the right call when you or your senior loved one:
- Are not sure whether your legal documents (power of attorney, etc.) are current.
- Want to remain independent, but are not sure whether it’s best to age in place or move to a senior living community.
- Are facing immediate care costs and are unsure how to pay for them.
- Can’t decipher your long-term care insurance policy, benefits, or claim triggers.
- Receive a life-altering diagnosis that will require care you haven’t planned for.
- Want to share care costs among family members (e.g., siblings), but can’t decide how.
- Hope to retire in the mid- to near future and want to plan for unexpected medical or care costs.
- Need help understanding your Medicare and prescription drug benefits.
In these and many other scenarios, our team does more than provide a service. We are each client’s partner, committed to enhancing the quality of life for seniors. Our services include:
Senior financial planning. We understand the importance of financial security in retirement. Our expert advisors help seniors develop personalized financial plans tailored to their needs, ensuring they can enjoy their golden years without financial worries. Learn more.
Veterans’ benefits insights. We help veterans understand and maximize the benefits they are entitled to—which are often overlooked. From healthcare to financial assistance programs, we ensure veterans receive the support and recognition they deserve for their service and sacrifice. Learn more.
Paying urgent long-term care costs. In times of crisis, such as unexpected medical emergencies or long-term care needs, Longevity Income Solutions helps clients leverage their available resources to cover urgent costs. In these situations, our guidance does more than help create a customized financial roadmap—it brings peace of mind to seniors and their families. Learn more.
Longevity income annuities. Planning for a stable income stream in retirement is essential. We offer longevity income annuities, which provide guaranteed payments, ensuring seniors have a reliable source of income throughout their retirement years. Learn more.
Long-term care insurance guidance. From choosing the right long-term care insurance to knowing how to make a claim when the time comes, we help seniors and their families navigate the options. Our expertise helps our clients’ select policies that best suit their needs and provide adequate coverage for future care. Learn more.
Medicare benefits review. Navigating Medicare benefits can be daunting. We simplify the process by providing thorough reviews and guidance, helping seniors make informed decisions about their healthcare coverage. When Medicaid becomes the obvious choice, we guide clients through that process. Learn more.
Choosing Longevity Income Solutions is a proactive step toward securing well-being and financial stability for ourselves and our senior loved ones. Our expertise and dedication can make a meaningful difference in our clients’ lives. Please contact us for more information.