I recognize that long-term care planning may be a complicated and emotional topic, which is why I would like to discuss any questions you have over LTC and anything else you’d like. If you are having second thoughts or believe you are not ready to plan out LTC, watch Dave Ramsey’s The Myth Surrounding Nursing Homes video below.

Just a bit of food for thought. Did you know that insurers now apply discounts to applicants who meet health qualifications? A natural study just found that 67% of applicants between ages 40-to-49 qualified for the discount. For ages 50-to-59, 52% had qualified and as for ages 60-to-69, only 42% qualified. The savings can be significant, so take advantage.


Another study found that over two-thirds (70%) of all long-term care insurance claims paid for care at home or in an assisted living community. Think about it, you would have the ability to remain in your own home—or live where you want—without feeling as a burden to loved ones is the greatest benefit provided by LTC insurance.


Did you grow an appetite to learn more? Get an idea on the annual cost of LTC with our Long-Term Care Calculator. Don’t forget, if you have any further questions, feel free to contact me (without any obligation) by email or phone.


Talk to you soon,




801 S. Fillmore, Suite 530

Amarillo, Texas 79101


Click to check the background​
of this firm FINRA's BrokerCheck

The BBB has determined this business meets accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation does not mean that th ebusiness products or services have been evlauted or endorsed by the BBB, or that the BBB has made a determination as to the business product quality or competency in performing services.

Navigation Financial Group is not a CPA Firm. Advisor Representatives are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/SIPC. Planning and Advisory Services available through Securities America Advisors, Inc. $ymbil is offered by Ladenburg Thalmann Asset Management, Inc. (LTAM). Navigation Financial Group and its affiliates are independent of Securities America and LTAM. Securities America and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Not FDIC Insured, No Bank Guarantees, May Lose Value. Not a Deposit and Not Insured by any Government Agency. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal inforamation.

© 2020   |   All Rights Reserved