LTCi Part 5: Partnership for Long-Term Care Insurance

LTCi Part 5: Partnership for Long-Term Care Insurance

May 20

This is the fifth in a series of blogs on the topic of Long Term Care Insurance. I have broken them down into smaller segments since this is such an important and extensive topic

Many states have enacted a form of insurance called the Partnership for Long-term Care Insurance.  For years, this was the best-kept secret in the insurance industry.  Now, over 30 states have it and hopefully your state is one of them.

You might ask, “Why should I care?”  You should care because the Partnership Plan enables you to protect your assets from Medicaid spend-down if you run out of benefits.  Confused?  Understandable.  Let’s look at an example.

Let’s say you are married and have $200,000 in investments, plus a house.  As you will see in Naked in the Nursing Home, the house is a protected asset when it comes to Medicaid, as long as your spouse lives in the house.  The $200,000 in investments are considered countable assets –although clearly not enough money to pay for an extended stay in a long-term care facility, especially when the national average is $90,000 per year.

If you buy the Partnership for Long-term Care Insurance using some of the income from the $200,000; you will not only have your nursing expenses paid by the policy, but you will have protected the $200,000 from spend-down if you buy the right amount.  So now you’ve saved money and made sure your long-term care will be covered.  Is that worth caring about?  You decide.

This is a complex area with many ramifications all of which are clearly explained in Naked in the Nursing Home: A Woman’s Guide to Paying for Long-Term Care without Going Broke.