Long‑Term Care Planning

Protect savings and plan confidently for future care needs.

Planning for Your Future Care Needs

Long‑term care insurance helps cover assistance with daily activities—at home, in assisted living, or in nursing facilities.

We explain costs, benefit periods, inflation options, and eligibility so you can protect assets while ensuring access to quality care in California.

Plans are tailored to budget, goals, and family considerations for practical, sustainable protection.

Why Long-Term Care Insurance is Essential

Medicare and standard health insurance policies typically do not cover long-term care services. Medicaid (Medi-Cal in California) only covers long-term care for those with very limited assets. This leaves a significant gap in coverage for most individuals, making private long-term care insurance a critical component of a comprehensive financial plan.

Get Your Long-Term Care Quote

What Long-Term Care Insurance Covers

Comprehensive coverage for a range of care settings

Home Health Care

Covers services provided in your home, including skilled nursing care, physical therapy, and assistance with daily activities.

  • Skilled nursing
  • Therapies (physical, occupational, speech)
  • Personal care (bathing, dressing)
  • Homemaker services
Assisted Living Facilities

Covers care in facilities that provide housing, meals, personal care, and some health services for those who need assistance but not full nursing home care.

  • Room and board
  • Personal care assistance
  • Medication management
  • Social activities
Nursing Home Care

Covers skilled nursing care and rehabilitation services in a licensed nursing facility for individuals who require 24-hour supervision and medical assistance.

  • Skilled nursing care
  • Rehabilitation services
  • Personal care
  • Room and board
Adult Day Care

Covers services provided in a supervised setting during the day for adults who need assistance or supervision while family caregivers are at work.

  • Supervision and personal care
  • Therapeutic activities
  • Meals and snacks
  • Socialization
Care Coordination

Many policies include a care coordinator who helps you navigate the long-term care system, assess needs, and arrange for services.

  • Needs assessment
  • Care plan development
  • Provider referrals
  • Ongoing support
Respite Care

Provides temporary relief for family caregivers, allowing them to take a break while a professional caregiver steps in.

  • Short-term care for loved one
  • Relief for family caregivers
  • Prevents caregiver burnout
  • Flexible scheduling

Key Policy Features

Understanding the components of your long-term care policy

Daily Benefit Amount

The maximum amount the policy will pay for care services each day, typically ranging from $50 to $300 or more

Benefit Period

The maximum length of time the policy will pay benefits, usually 2 to 5 years, or even lifetime coverage

Elimination Period

The waiting period (e.g., 30, 60, 90 days) after care begins before the policy starts paying benefits. Longer periods mean lower premiums

Inflation Protection

An optional rider that increases your daily benefit amount over time to keep pace with rising healthcare costs

Shared Care Benefit

For couples, allows one spouse to use the other spouse's unused benefits if they exhaust their own, maximizing coverage

Non-Forfeiture Benefit

Protects a portion of your benefits if you stop paying premiums after a certain period, providing some return on your investment

Who Needs Long-Term Care Insurance?

Consider long-term care insurance if you:

Want to Protect Your Savings

Concerned about long-term care costs depleting your retirement savings or assets

Don't Want to Burden Family

Wish to avoid placing the financial and emotional burden of caregiving on your loved ones

Have a Family History

Have a family history of chronic illness or conditions that may require long-term care

Plan for Your Future Today

Don't leave your long-term care needs to chance. Get a free quote and secure your financial future.