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Published byBarbra Palmer Modified over 8 years ago
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Eldercare Financial Plan Prepared for: John & Jane December 15, 2015
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Long Term Care Asset Protection Plan $1,201,000 * Keep $400,000 -$100,000 $300,000* Annuities $110,000* Checking & Savings $50,000* Stocks & Bonds $225,000* John IRA/401k $50,000* Jane IRA $16,000* Jane Roth IRA $350,000 -$250,000 $100,000* CD’s $250,000 State Life Annuity Care II Joint Full Account Value Death Benefit 12/15/15 $856,560 Long-Term Care Benefit Pool Option 1 102 Month LTC Benefit of $8,398 Home Care Assisted Living Nursing Home $100,000 F&G Prosperity Elite 14 Jane YearIncome Base Lifetime Income Enhanced Lifetime Income Death Benefit 1$118,000$5,782n/a$113,400 3$120,795$6,161$12,321$124,200 5$137,009$7,261$14,523$137,009 10$187,714$10,887$21,775$187,714
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Long Term Care Asset Protection Plan $1,201,000 * Keep $400,000 -$100,000 $300,000* Annuities $110,000* Checking & Savings $50,000* Stocks & Bonds $225,000* John IRA/401k $50,000* Jane IRA $16,000* Jane Roth IRA $350,000 -$100,000 -$250,000 CD’s $250,000 State Life Annuity Care II Joint Full Account Value Death Benefit 12/15/15 $856,560 Long-Term Care Benefit Pool Option 2 102 Month LTC Benefit of $8,398 Home Care Assisted Living Nursing Home $200,000 F&G Prosperity Elite 14 Jane YearIncome Base Lifetime Income Enhanced Lifetime Income Death Benefit 1$236,000$11,564n/a$226,800 3$241,590$12,321$24,642$248,400 5$274,017$14,523$29,046$274,017 10$375,427$21,775$43,550$375,427
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