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Long-Term Care Insurance

Beyond Traditional Coverage

Be in control of your future Long-Term Care needs.

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The Benefits of LTC Insurance with Us

As a locally grown advisory group with a long history of serving our surrounding communities, we have a deep understanding of long-term care insurance options.  

We know how important personal attention can be when making LTC decisions. You’ll have a devoted advisor as a single point of contact specializing in your personal LTC insurance plan. 

We’ll be completely transparent and objective when helping you create an LTC insurance plan that helps protect your assets and your family — and puts you in control of your health decisions. 


Other Ways We Can Help with LTC Insurance Planning 

  • Comprehensive guidance navigating LTC insurance options. 
  • Coverage that helps protect assets beyond Medicare and health insurance limits. 
  • Checklist to assess your needs and plan affordable care. 
  • Local and personalized guidance.
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Tell us what you need.

We’ll have an in-depth discussion about your goals, your finances, and how the two can work together.

Our LTC Insurance Checklist

When it comes to your long-term care future, you want to be in control. We can help you plan for LTC insurance needs by:
care challenges

Care Challenges

Discussing challenges you or a loved one may face.
asset review

Asset Review

Reviewing assets to establish the kind of care you can afford.
coverage options

Coverage Options

Helping navigate the options to cover expenses.
Health Cross

LTC Planning

Creating a plan to help meet your LTC insurance needs.
regular Checkmark

Check-Ins

Checkpoints to keep you on course and adapt to changing needs.
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We’re Here to Help

Questions?

Contact one of our wealth advisors today.

These policies have exclusions and/or limitations. Guarantees are based on the claims paying ability of the issuing company. Long Term Care Insurance or Asset Based Long Term Care Insurance Products may not be suitable for all investors. Surrender charges may apply for early withdrawals and, if made prior to age 59 ½, may be subject to a 10% federal tax penalty in addition to any gains being taxed as ordinary income. The cost and availability of Long Term Care insurance depend on factors such as age, health, and the type and amount of insurance purchased. Please consult with your financial professional when considering insurance options.

Disclaimer : Securities offered through Raymond James Financial Services, Inc., member  FINRA/SIPC, marketed as Isabella Investment Services and are not insured by any bank insurance, the FDIC, or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Isabella Investment Services, Isabella Wealth and Isabella Bank are separately owned and operated and not independently registered as broker dealers or investment advisers. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. 

Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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