Long-Term Care Planning Expert

Protect what you've
spent a lifetime
building.

Long-term care can cost $10,000 or more per month. The right plan today ensures your assets — and your family — are protected when it matters most.

70%
of people over 65 will need some form of long-term care in their lifetime.
$10K/mo
Average monthly cost of nursing home care — without a plan in place.
Any age,
any time
The need for long-term care can arise unexpectedly — not just in retirement.

Why it matters

You can't predict when care will be needed. You can prepare.

Most people delay planning because they don't believe they'll need it. But the uncertainty itself is the reason for insurance.

01
Shield your estate

Without a plan, 90% of estates are depleted by care costs, taxes, and transfers — leaving little for children, grandchildren, or charity.

02
Preserve your lifestyle

A $10,000/month care expense can devastate retirement savings in a matter of years. Coverage means you stay in control of how you live.

03
Act while you can

Premiums are based on age and health. The earlier you plan, the more coverage you can secure — and the more affordable it is.

Coverage options

The right policy for your situation

I work with all major carriers and tailor coverage based on your age, health, and financial goals. Including options fundable with IRA or 401(k) assets.

Hybrid Life / LTC Policies

Combines a life insurance with a long-term care. If you don't use the policy for care, your beneficiaries receive a tax-free death benefit. No wasted premium. Can be funded with cash or if over 59 1/2 years old you can use qualified funds (IRA/401k) without a penalty. Does not qualify for State Partnership.

Hybrid Annuity / LTC Policies

Combines an annuity with a long-term care. If you don't use the policy for care, your beneficiaries receive the annuity. Useful if you have an existing annuity that has matured and you no longer need. No wasted premium. Does not qualify for State Partnership.

About Michael

An independent expert in your corner

With deep experience in long-term care planning, I help individuals and families design policies that are appropriate for their specific situation — not a one-size-fits-all product.

Partnering with major carriers

Independent & unbiased

As an independent agent, I'm not tied to any single carrier. I shop across the market to find you the most appropriate and affordable coverage — then present quotes side by side so you can make a fully informed decision.

No cost · No obligation

Request your personalized quote

I'll review your information and at our meeting I will present options from the top insurance companies — tailored to your age, health, and financial goals.

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