+1 (425) 750-5965 john@ltcplanning.net

Traditional long-term care insurance typically means:

  • Monthly or annual premiums
  • Rate hikes as you age
  • Use-it-or-lose-it: no refund if you don’t need care

Annuity-based plans work differently — especially if you already have an annuity you’re not using.

Here’s how they compare:

Feature Traditional LTC Annuity-Based LTC
Premiums Ongoing payments One-time repositioning
Risk of Loss Use-it-or-lose-it Money grows + passes to estate
Tax Benefits Limited Full tax-free care withdrawals
Estate Impact $0 if unused 100% returned to family

For many retirees, the choice is clear. Especially if you’re in Washington, where taxes and care costs are high – annuity-based LTC plans offer both protection and peace of mind.