DUNN INSURANCE SERVICES LLC

Self-Insuring

I was shocked how fast my mother and father went through $300,000, their entire life savings, in the late 1990's.  The cost of my mother's care forced my father to change his whole lifestyle.
- Mary Ellen Dunn

HOW FAST CAN YOU SPEND DOWN $500,000?* This projection really surprised me! I never would have thought this was possible.

Year Assets at Start of Year Income Needs Long-Term Care Expenses Investment Yield Assets at End of Year 1 $500,000 $59,703 $54,750 $40,000 $425,547 2 $425,547 $61,494 $57,487 $34,044 $340,610 3 $340,610 $63,339 $60,362 $27,249 $244,158 4 $244,158 $65,239 $63,380 $19,533 $135,072 5 $135,072 $67,196 $66,549 $10,806 $12,133 6 $12,133 $69,212 $69,876 $970 $-125,985

* Metropolitan Life Insurance Company Income Needs - The portion of household income that the assets had been relied upon to provide.Inflation rate 3% LTC Expense - For Arizona average nursing home care or 8 hours of home care. Inflation rate 5% Investment Yield - Assumes 8% annually after taxes

Dunn Insurance Services LLC
4015 East Lupine Avenue
Phoenix, Arizona 85028
602-923-4949 or, toll-free: 1-866-380-2169

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