• Safety of my money is important
• Retirement Income
• Live on Money
• Other short-term liquidity needs
• If the funds considered for this type of plan
are needed for income or short term needs,
it may not be appropriate.
• Safety of my money is important
• Leave money to kids and / or grandkids
• Leave money to church
• Leave money to favorite charity
• Minimize taxes to government
• Safety of my money is important
• Cover health care costs such as:
• Assisted living
• Nursing home
• Adult day care
• Personal care services
• Hospice services
• Alternative care services