Estate Plan Review
Do you want Home Care Annuity Protection added as a recommendation?
Does client medically qualify for Home Care Annuity Protection?
Answer Yes to work through the ForeCare medical questionnaire, or No if the client is known not to qualify. Until then the plan uses the 3× multiplier set in the Maneuver Builder.
Total Secure
$0
Total At Risk
$0
Total Assets
$0
Max At Risk
—
Enter age
Secure
No risk of loss
None
None
None
None
None
At Risk
Subject to market loss
None
None
None
None
None
None
These carry into the Maneuver Builder and onto the client report. One homework item per line.