{"id":11070,"date":"2022-06-23T14:00:10","date_gmt":"2022-06-23T19:00:10","guid":{"rendered":"https:\/\/www.figmarketing.com\/blog\/?p=11070"},"modified":"2023-04-24T14:07:28","modified_gmt":"2023-04-24T19:07:28","slug":"leveraging-current-assets-to-fund-long-term-care-case-study","status":"publish","type":"post","link":"https:\/\/www.figmarketing.com\/blog\/leveraging-current-assets-to-fund-long-term-care-case-study\/","title":{"rendered":"Leveraging Current Assets to Fund Long-Term Care [Case Study]"},"content":{"rendered":"\n

Updated July 27, 2022, at 3:49 PM<\/em><\/p>\n\n\n\n

Case Study Background<\/h3>\n\n\n\n

As I\u2019m sure you\u2019re aware, clients often believe self-funding for long-term care<\/a><\/strong> (LTC) is the only option when it comes to LTC planning. And because of that, they\u2019ve likely earmarked assets or personal savings towards achieving that goal.<\/p>\n\n\n\n

This is a great start to their care planning needs, but it likely won\u2019t be enough based on the current rising costs for LTC.<\/p>\n\n\n\n

Talking about leverage and tax efficiencies using insurance is typically based around positioning an asset-based LTC plan. However, clients can\u2019t physically see or fully comprehend the advantages. Why is that?<\/p>\n\n\n\n\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

Well, sometimes seeing is believing.<\/p>\n\n\n\n

While illustrations can be confusing, the images below briefly touch on some of the advantages to leveraging a client\u2019s given asset on a fully guaranteed basis, and showing the leverage effectively.<\/p>\n\n\n\n

Let’s dive into this hypothetical LTC case study.<\/p>\n\n\n\n

LTC Case Study Details<\/h2>\n\n\n\n