Revised LTCi Quotes for Ron

Ron,

Below are your revised annuities with LTC rider quotes.

Please watch this short video first:


šŸ” Revised quotes

Iā€™ve put together two quotes for policies where youā€™d have a strong chance of being approved.

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Should you shop around? You canā€”but your quotes will be the same everywhere. Long-term care insurance prices are set by the insurance companies, not by brokers. We offer all the top policies and help you find the best fit.



šŸ§ My notes

Both options help cover long-term care, but they take different approaches.

  • Option A (EquiTrust Bridge):
    This option offers higher potential benefits for long-term care and more opportunity for your money to grow. The tradeoff is that some parts depend on time and performance. Benefits take a few years to fully phase in, and the growth on your money isnā€™t guaranteed.
  • Option B (Nationwide CareMatters):
    This option is more predictable and straightforward. Your money grows at a guaranteed 3%, and you have full access to your benefits right away. The tradeoff is that the total benefits are a bit lower.

I can walk you through which one makes more sense depending on whether you prefer more potential upside or more certainty.

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Cost tool ā†’ Compare current and projected costs for home care, assisted living, and more in Texas and elsewhere.


šŸ‘‰šŸ» Next steps

Schedule time on my calendar to review these options together.

Thanks,
Jesse

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