Age-in-Place Toolkit

Comprehensive Resources to Help You Maintain Independence and Plan for the Future

Plan for Aging in Place with Confidence

Aging in place is about more than just staying in your home—it's about creating a thoughtful plan to address care needs, help protect your financial future, and reduce the strain on your loved ones. Our complimentary Age-in-Place Toolkit provides valuable resources to help you take the first step toward preparing for the future.

What You’ll Find in the Toolkit

  • Long-Term Care Workbook: A comprehensive guide to assess and plan for long-term care needs.
  • Insights on Life Insurance: Learn how life insurance can play a role in your planning.
  • Guidance on Health and Long-Term Care Insurance: Understand your options for managing future care costs.
  • Resources on Funding Options: Explore strategies like self-insuring, long-term care insurance, and leveraging annuities or qualified funds.

Download Your Toolkit Today

Take the first step toward preparing for your future care needs. Download our Age-in-Place Toolkit and explore strategies that can help you age gracefully and confidently.

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