Investment Concepts, Inc.
KATIE KESSLER
Owner/President
231 E. Buffalo St.
4th Floor
Milwaukee, WI 53202
Office: 414-273-4280
Fax: 414-273-4378
kkessler@sagepointadvisor.com
www.icimke.com
 
 




Planning for Incapacity

Facing the Possibility of Incapacity
Incapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day affairs. Incapacity can result from serious physical injury, mental or physical illness, mental retardation, advancing age, and alcohol or drug abuse.
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Common Incapacity Documents
This is a list of the common documents you should have in the event of an incapacity.
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The Fundamentals of Disability Insurance
Disability insurance pays benefits when you are unable to earn a living because you are sick or injured.
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Social Security Disability Benefits
Like most people, you probably don't expect to become disabled. That's why it's important to know what disability benefits you may be entitled to under Social Security.
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Individual/Group Disability Policy Alternatives
This table highlights some disability policy alternatives.
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Understanding Long-term Care Insurance
It's a fact: People today are living longer. Although that's good news, the odds of requiring some sort of long-term care increase as you get older. And as the costs of home care, nursing homes, and assisted living escalate, you probably wonder how you're ever going to be able to afford long-term care. One solution that is gaining in popularity is long-term care insurance (LTCI).
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What to Avoid When Buying a Long-Term Care Insurance Policy
This table what to avoid when buying long-term care insurance.
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Inflation Protection Options
When you buy a long-term care insurance policy, you choose a daily benefit level (the amount that the policy will pay for your daily care if you need it), but it's hard to know today what the future cost of care will be.
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IMPORTANT DISCLOSURES
Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance services offered through Investment Concepts, Inc. which is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.



Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.