Case Study #1
A couple in their seventies referred by their attorney were self-insuring their long-term care (LTC) needs. They were concerned about the emotional, physical and financial consequences of a long-term care event but did not want to lose the money they would pay into a LTC policy if they did not need it.
Through proper asset allocation planning and the added protection of a self-insured long-term care plan, Brighton Advisory Group protected what they had accumulated and assured them they would have enough money to maintain their standard of living in the event of a long term care need. Most importantly the plan allowed their loved ones to be care supporters as opposed to care providers thus maintaining their emotional and physical strengths.
(Ensured Standard of Living)
5704 Lindley Ave, Encino CA, 91316
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