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    Discover many of the opportunities available to help you plan for your financial future.

    To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy. 


    Long-Term Care Strategies

    As the oldest baby boomers begin to wind through their 60s, one of the biggest concerns may not be outliving income, but outliving good health.

    For retirees, home health care can cost $50,000 or more per year1, and nursing home care can run as high as $80,0002 per year. Does your retirement income strategy account for this kind of possibility? Would you be prepared for twice that amount as a married couple?

    Considering that you could have to reduce your financial means before Medicaid will pay for long-term care and neither your employer group health insurance nor major medical insurance will cover long-term care, you may want to consider planning ahead for these potential expenses.

    We can help evaluate your situation and determine if purchasing a long-term care insurance policy may be the right move to help you feel confident in your financial future.

    1 Genworth 2012 Cost of Care Survey: Home Care Providers, Adult Day Health Care Facilities, Assisted Living Facilities and Nursing Homes http://reversepartner.genworth.com/content/etc/medialib/
    genworth_v2/pdf/ltc_cost_of_care.-Par.38432.File.dat/Methodology_gnw.pdf

    2 MetLife: The 2011 Market Survey of Long-Term Care Costs
    https://www.metlife.com/assets/cao/mmi/publications/studies/2011/
    mmi-market-survey-nursing-home-assisted-living-adult-day-services-costs.pdf

    Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.


    To schedule a time to discuss your financial future, contact us at info@regentwm.com or call us at 877-457-4567 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Jared M. Elson and Donald B. Bergis are Investment Advisor Representatives. Investment Advisory Services offered through Regent Wealth Advisory, LLC a Registered Investment Advisor. Insurance Products offered through Regent Financial & Insurance Services, LLC.

     

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    Jared M. Elson and Donald B. Bergis are Investment Advisor Representatives. Investment Advisory Services offered through Regent Wealth Advisory, LLC a Registered Investment Advisor. Insurance Products offered through Regent Financial & Insurance Services, LLC.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.