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Writer's pictureKyle Rolek, Retirement Planning Specialist

The Downsides of Buying Long-Term Care Insurance: Weighing the Pros and Cons

Updated: Sep 5, 2023



Long-term care insurance (LTCI) has gained popularity as a means to protect oneself from the potentially astronomical costs of long-term care services.


While it offers certain benefits, it is crucial to consider the downsides before making a decision.


This article delves into the drawbacks associated with buying long-term care insurance, shedding light on the potential pitfalls and helping individuals make an informed choice.

High Premiums and Rising Costs

One of the primary drawbacks of long-term care insurance is the high cost of premiums.


Insurance companies typically charge significant amounts to provide coverage, especially for policies purchased later in life.


Premiums can become increasingly burdensome as the insured person ages, potentially putting a strain on their financial resources.


In many cases, insurance companies can raise premiums over time, making it challenging to budget for long-term care insurance in the long run because future premiums are unpredictable.


Eligibility and Limited Coverage

Eligibility requirements for long-term care insurance can be strict, and insurers often scrutinize an applicant's health history and current health condition.


Pre-existing health conditions, such as certain chronic illnesses or disabilities, may disqualify individuals from obtaining coverage or result in higher premiums.


Moreover, long-term care insurance policies come with limitations on coverage, including specific conditions, types of care, and the duration of coverage.


This can leave policyholders with unexpected out-of-pocket expenses and a narrower range of care options than anticipated.


Uncertainty of Future Needs and Changing Care Landscape

Predicting one's future long-term care needs is inherently challenging.


While long-term care insurance aims to address this uncertainty, it is impossible to predict the specific care requirements and duration of care that an individual might need years or even decades down the line.


Consequently, policyholders may find themselves paying premiums for extended periods without ever needing to use their coverage.


Moreover, the long-term care landscape is continuously evolving, and the specific services covered by insurance policies may not align with emerging care models or advancements in healthcare.


Complex Policy Structure and Fine Print

Long-term care insurance policies can be intricate and laden with complex provisions and exclusions.


The fine print often contains numerous conditions, waiting periods, and stipulations that must be met to trigger coverage.


The extensive paperwork and legalese associated with these policies can make it challenging for individuals to fully understand the terms and conditions.


This complexity can lead to confusion and potential disputes when filing claims, making the overall process more arduous and time-consuming.


Possible Alternatives and Financial Trade-offs

Investing in long-term care insurance requires a significant financial commitment.


However, individuals may have other alternatives for funding long-term care needs, such as personal savings, Medicaid, or using other assets.


Considering the uncertainty around future premium cost, some individuals may find it more advantageous to allocate their resources towards other investments or savings strategies rather than purchasing long-term care insurance.


Exploring these alternatives and weighing the associated financial trade-offs is crucial before committing to a policy.


Conclusion

While long-term care insurance can provide valuable financial protection for those who require extensive care later in life, it is essential to carefully consider the downsides before purchasing a policy.


The high cost of premiums, the potential for future premium increases, stringent eligibility criteria, limited coverage, uncertainty of future needs, complex policy structures, and potential financial trade-offs should all be taken into account.


Engaging in thorough research, consulting with your retirement advisor, and carefully analyzing personal circumstances are essential steps in making an informed decision about long-term care insurance.



Want To Discuss This Individually?


1 - For clients: Call or email me any time as always.


2 - For non-clients: Complete the form on the website to request a retirement planning consultation: www.rolekretirement.com


This is article is for informational purposes only and should not be considered as tax or legal advice. Advice is only provided after entering into an Advisory Agreement with the Advisor. See other disclosure here: Disclosures


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Article Disclosures

 

Informational Purposes

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

 

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The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.

 

Information Obtained from a Third Party Source

All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

Illustrative Purposes​

The information contained is for illustrative purposes only.

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Any target assumptions described in the articles are estimates based on certain assumptions and analysis made by the advisor. There is no guarantee that the estimates will be achieved.

 

If you have any questions regarding our disclosures, please contact us at 267-427-5667 or kyle.rolek@rolekretirement.com

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