Blog – List

Blog – List2023-05-12T11:06:02-04:00

Regulation of Continuing Care Retirement Communities (CCRCs) Explained

Since the Great Recession and the U.S. Senate’s subsequent study and hearings on continuing care retirement communities (CCRCs), financial regulation and contract terms have become a hot-button issues among prospective CCRC residents and regulatory bodies. Here are a few important details to understand about regulation of CCRCs.

By |July 22nd, 2013|

Long-Term-Care-Planning Should Be About More Than Just Cost

Planning ahead for the later stages of retirement involves significantly more than this issue of cost alone. While LTCi will provide dollars to cover some or all of the cost of long-term care major headaches may still lie ahead for your clients and their families if they do not understand the implications of various retirement living choices and which one is most appropriate for them.

By |June 18th, 2013|

Refundable Entry Fees: To Refund or Not to Refund- Part III

Yet, there was one other aspect I wanted to consider and I was curious to see how it might impact my results. I wanted to see if owning or purchasing life insurance would impact the results. With rare exception I found that if the resident(s) already owns life insurance it really does not impact the results because, whether the residents choose the refundable contract or the standard contract, the life insurance proceeds simply add dollars to the end results.

www.lifesitelogics.com

877-699-2272

info@lifesitelogics.com

By |June 7th, 2013|
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