Long Term Care Insurance: Inflation Protection is a Critical Factor

The message for you in this article is highlyamount each year.
important for you to grasp. It is all aboutFor easy math, if you had a $100 daily benefit to
protecting the daily or monthly benefit youstart with, the next year your benefit would go
choose at the time of application from theto $105 per day. The next year to $110. In 20
HUGEimpact of future inflation.years your benefit would double to $200 per day.
Choosing the correct inflation protection rider isEvery year the increase would be JUST $5 more
absolutely critical for anyone under the age of 75(or 5% of the original benefit) than the year
when they buy LTC coverage. Those over 75before.
should seriously explore theirinflation protectionThe best type (for most people under age 72) of
options too!inflation protection to get is called COMPOUND
Why? Because if care costs $150 per day todayInflation. This is based on 5% as well -- BUT it is
where you live, at just 5% inflation, 20 yearsgrowing by 5% of the LASTyear's amount.
from now it will be about $400 per day. That isIt works just like a bank account, the more that
$12,000 per month or $144,000 per year --andis in there, the FASTER it grows. Instead of the
the costs will keep growing.figure of $200 above, having compound inflation
And everyone knows that lifespans in northwould grow to $265 per day in just 20years.
America continue to rise and the population ofThat is a $65 per day or nearly $2,000 per
those aged over 90 is one of the fastest growingmonth difference in your favor.
segments!And more importantly, every year beyond that it
If you are 55 now, it may be 30-40 years beforegrows faster and faster. This is the best way for
you would go on claim! Just 30 years from now,most people to have a meaningful benefit when
that $150 current cost per day will grow to $600they go on claim twenty years or more in the
per day ($219,000 each year). In 45years thefuture. For those likely to go on claim 30 - 50
costs will be nearly $450,000 each year -- foryears from now (you are in your thirties or older
EACH person!!now), this is the ONLY inflation protection to
What if BOTH you and your spouse go on claim?consider.
Now, all of the above figures are based on 5%Now some companies have slightly different spins
inflation. There are two types of costs that overon these basic inflation protections. For example, a
time, have risen faster than most others. Thosefew insurers have a Compound option as
costs are college costs and medicalexpenses! Anddescribed above, but offer a cheaperalternative
5% is a pretty reasonable bet over the next fewas well. On the cheaper option the compounding
decades. But what if medical cost rise evenSTOPS growing WHEN the benefit doubles.
faster?I have never recommended this option. There are
Now back to inflation protection and LTC policies.better ways to structure a policy which will cost
There are a few different options that one has --less in premiums and actually pay MORE when
to make the daily or monthly benefit chosenyou go on claim.
today, provide real and meaningful protectionPlease note that the cost of having inflation
when you are LIKELY to go on claim.protection is BUILT in to your premium. So just
The first type of inflation protection is thebecause your benefits go up every year to
OPTION to buy more daily benefits at givenprotect against inflation, it does NOT causeyour
intervals (usually every year or every other year)premium to go up every year.
-- WITHOUT medical questions orexaminations.When one selects Compound inflation, there is a
This is the least beneficial for you because you willpretty cool thing that happens.
spend so much more money over the long run.NO MATTER how young one is and no matter
Unfortunately, without the help of an experiencedhow many years of premiums they pay to the
LTC specialist (such as enrolling in a group LTCinsurance company, with compound inflation they
policy at work) this is a huge mistake that MANYwill get back ALL of the premiums (in terms of
people make because in the shortrun, it seemsbenefits) in less than a year of claim. That is true
less expensive.if they go on claim in 10 years... or 60 years.
Simply put, as you get older, you can't afford to**** Mark Jeffrey Shopping Tip. It is pretty rare
buy the bigger increases needed to pay for thethat my clients do not see the importance of
future costs of care since the increases getCompound inflation protection and choose this
bigger... every year you get older!option. If budget is an issue
So what is cheap in the very short run, quickly(as it is for most people) I would stick with a
becomes the worst and most expensive option!short and fat policy WITH compound inflation. For
Then you stop buying bigger benefits and you willmore FREE consumer LTC shopping tips you can
lose ground to inflation. Worse yet, manyyearsgo to
from now the policy will NOT do the job youSince 1997, Mark Jeffrey, a Certifeid Financial
bought it for.Planner, has helped hundreds plan ahead for Long
The next basic type of inflation protection is calledTerm Care expenses using discounted LTC
SIMPLE (or Equal) inflation. This raises your daily orinsurance from the top insurers & smart benefit
monthly benefit by 5% of the ORIGINAL benefitplanning strategies.