Life Insurance Riders That Pay For Long-Term Care |
![]() Theodore Massaro, CLU, AEP, Chartered Financial ConsultantMr. Massaro has been involved in the areas of financial planning and employee benefits since 1974 when he began his career as an agent. In 1982 he co-founded M Financial Planning Services, Inc. and simultaneously established Asset Management Associates of Medford Inc*. M Financial Planning Services Inc. is an independent financial planning and advisory firm serving individuals and business across the United States. Over the years Ted has had the good fortune to establish long standing relationships over 20 years on average with many of his clients. |
| View all articles by Theodore Massaro, CLU, AEP, Chartered Financial Consultant |
Myth: Long-term care is for older people, I’ll never need it.
Fact: About 70% of people over age 65 will need some type of long-term care during their lifetime. And long-term care isn’t just for older people: 40% of those receiving long-term care are between the ages of 18 and 642.
Myth: Medicare or Medicaid will pay for my long-term care expenses
Fact: Medicare doesn’t pay for help with daily activities if that’s the only kind of care needed, and it only covers 100 days of skilled care after a hospital stay. Medicaid covers long-term care only after other assets have been depleted.
Myth: I’ll use my savings to pay for long-term care expenses
Fact: In 2008, the national average for one year of nursing home care in a semi-private room was more than $68,000. One year of home care with an aide visiting three times a week costs about $18,000. And long-term care costs will only go up— they’re expected to more than double over the next 30 years3.
If you’re concerned about protecting your assets and maintaining your financial independence in your later years, long-term care insurance may be for you.
However, long-term care insurance can be costly. Utilizing a long-term care rider on a life insurance policy can help protect you from potentially devastating long-term care expenses at a fraction of the cost you might expect.
Here’s how it works
Some life insurance issuers offer life insurance contracts with a long-term care rider available for an additional charge. If you secure this type of policy, you can pay the premium in a single lump sum or by making periodic payments. In any case, the policy provides you with a death benefit that you can also use to pay for long term care related expenses, should you incur them. The amount of death benefit and long-term care allowance is based on your age, gender, and health at the time you buy the policy. The appeal of this combination policy lies in the fact that either you’ll use the policy to pay for long-term care expenses or your beneficiaries will receive the insurance proceeds at your death. In either case, someone will benefit from the premiums you pay.
Q. Is a combination policy right for you?
A. Deciding whether a combination policy is right for you depends on a number of factors.
Do you need both types of insurance? How much life and long-term care insurance will you need and how long will you need it? Will the long-term care part of a combination policy provide sufficient coverage? Be sure to compare costs and benefits of combination policies to other forms of life insurance. Depending on your age and health, the cost for the combination life policy may actually be higher than the total premiums paid for separate life insurance and long-term care policies, especially if your life insurance need is temporary (such as income replacement during your working years) rather than permanent.
1. Poll by Securian Financial Group
2. LTCI National Advisory Center, 9/08
3. Mature Market Institute, 10/08


- By Theodore Massaro, CLU, AEP, Chartered Financial Consultant
- Business & Finance
- Published 07/7/2009



