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SmartLock™ Personal Estimate
What does a long-term care event
do to your retirement savings?
Your situation
$250K
transfer generates
$23,007/mo used as the care cost in this scenario
Extra you keep with SmartLock™
$0
Without SmartLock™
Savings remaining after care
$0
With SmartLock™
Savings + death benefit remaining
$0
Assuming:
Benefit stays level
Care costs no change
Market flat
Tax bracket 0%
Savings month by month
Without SmartLock™
With SmartLock™
Monthly benefit
$0
Paid by policy, tax-free
Death benefit
$0
If care is never needed
Portfolio difference
0%
Larger with SmartLock™
Ready to see your exact numbers?
A free consultation gets you a personalized report built around your health history and goals.
