Thank You For Requesting Our Long-Term Care Guides

Welcome to our download page!  Please feel free to review each of the topics below and download the corresponding guide.  If you have any questions, please feel free to reach out to our office.  Our contact information is located at the bottom of the page. 

Choose Any or All of the Following Guides to Download:

Simply “click” on the name of the document to view the guide online or to begin the download process.

LTC “Quick Glance” Summary Guide
File Size: 3087 kb
File Type: pdf
Download File
Complete LTC Planning Guide
File Size: 1161 kb
File Type: pdf
Download File
LTC Planning Checklist & Financial Inventory
File Size: 476 kb
File Type: pdf
Download File
LTC Key Statistics You Need to Know
File Size: 18 kb
File Type: pdf
Download File
Quick Facts about Alzheimer’s
File Size: 303 kb
File Type: pdf
Download File
Buyer’s Guide for Purchasing LTC Insurance
File Size: 296 kb
File Type: pdf
Download File
Unraveling the Self-Insure Myth
File Size: 70 kb
File Type: pdf
Download File

Don’t Miss These Guides on Asset Based Long-Term Care!

Learn About Asset-Based Long-Term Care Coverage and How to Get Your Money Back if You Don’t Use It

If you have funds set aside for long-term care, we’ll show you how to potentially double or triple that amount for extended care expenses. Asset-Based Long-Term Care is an affordable solution to pay for long-term care by paying a one-time premium (or short-term premiums) which provides up to a lifetime of coverage for yourself (and/or for two people on one policy). Asset-Based LTC plans include the option to have premiums returned if you want to cancel for any reason or for your heirs to receive any unused cash or a death benefit if you do not use the policy. 
Asset Care I – Use a One Time Cash Premium to Fund Your Policy
File Size: 256 kb
File Type: pdf
Download File
Asset Care II / III – Use Old Annuities or Qualified Money to Fund Your Policy
File Size: 250 kb
File Type: pdf
Download File
Asset Care IV – Recurring Premium Option using Cash
File Size: 271 kb
File Type: pdf
Download File
Here’s an example (below) of an Asset Based Long-Term Care solution for a healthy 55 year old female.  We would be happy to provide you with a FREE Extended Care Assessment using your specific information if you would like to see what an Asset Based Long Term Care Plan can do for you.
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Michael Holt - Webinar Host
Micheal Holt – Extended Care Specialist

Schedule a FREE
    Extended Care Assessment
         Session With Micheal
 
Click HERE for Micheal’s Calendar

Listen to our FREE On-demand LTC Webinar!

To learn more about Long Term Care, listen to our  FREE, on-demand webinar that will provide you with the necessary information on how to form a care plan, how to pay for long-term care expenses, what Medicare/Medicaid will pay, and how to shop for long-term care insurance. 

Click HERE to gain immediate access to our LTC Planning Webinar

Be Sure to Schedule Your FREE Extended Care Assessment Session with Micheal!
333 City Blvd. West, Suite 1700 ​Orange, CA 92868
​Cell:  858-336-4999  •  Office:  714-627-2463  •  Email:  mholt@LIStrategies.com
Website:  www.LIStrategies.com  •  Website:  www.ANOFE.org
www.lifetimeincomechannel.com