Long-Term Care Insurance
Available exclusively to Zen Advisory Program clients
Long-term care insurance helps address potential costs associated with extended care needs later in life. As clients plan for the future, questions about healthcare, independence, and financial security often come into focus. Long-term care coverage can help reduce uncertainty around these expenses and provide greater clarity for both you and your family.
We offer long-term care insurance planning and implementation as part of our comprehensive advisory relationship. We help you evaluate whether coverage is appropriate, consider how it fits alongside your assets, income, and family considerations, and facilitate policies through trusted third-party providers. Because long-term care decisions are deeply connected to retirement planning, estate planning, and overall financial security, we offer this service only to ongoing clients enrolled in the Zen Advisory Program.
Who this is for:
- Individuals planning for future care needs
- Clients who want to reduce uncertainty around later-life expenses
- Those considering how healthcare costs may impact family or legacy goals
This approach ensures coverage is thoughtfully structured and aligned with your broader financial picture—not made in isolation.
