Maximum Premium Calculator

How to use the maximum premium calculator in 
Three Easy Steps.

  1. Enter your total liquid assets

  2. One year of income

  3. 1/2 of your home value only if you are (single, widowed, or divorced)

Note: Married couples are protected under the "spousal impoverishment act" The home is protected under this act.

The example below is for a married couple

Total Liquid Assets1 YR Income1/2 Home ValueTotal Estate Value
Max Premium PreferredPoor Health or Older Client


The rule of thumb being used in the calculation formulas is 1.5 % of your total estate to pay for LTC insurance. If you have health conditions or are in a higher age bracket (75+) your calculations are based on 2.5% of your total estate because of the increased risk of needing care. 

Younger buyers may only spend a portion of the maximum premium, remember it is a guide of affordability that gives you an opportunity to "Design A Policy" to your budget. 

Younger buyers may want to consider purchasing limited pay plans also known as "Paid Up Premiums" with lifetime rate guarantees to enhance stability with their financial planning goals.

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