Your Retirement Checklist
Protect Your Financial Health
You’ve taken the essential steps toward securing your financial future. You’ve saved and invested wisely over the years and have a Financial Advisor you trust.
With inflation the highest it’s been in decades, interest rate hikes, and a volatile stock market, it may be time to revisit your portfolio and make sure you have a plan in place to cover costly long-term care if and when you need it.
Did you know that nearly 70% of Americans age 65+ require long-term care? Although some people can rely on family members to be their caregiver, others will need more help.
What is your plan for long-term care? If you have long-term care insurance, critical components like care coordination and home safety assessments may be missing. Both are included with Friends Life Care membership.
Not yet a member? Download this checklist – and bring it the next time you meet with your Financial Advisor – to review and confirm all the boxes are ticked to secure the retirement you want.