
Long Term Care Planning
Plan Today Protect Tomorrow
Benefits of Addressing Long-Term Care Concerns For Business Owners:
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Protects the stability of the business – Addressing LTC concerns helps prevent disruptions if an owner becomes chronically ill or unable to actively manage operations.
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Prevents forced financial decisions – Planning ahead reduces the risk of selling assets, ownership shares, or taking on debt to cover care expenses.
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Strengthens succession planning – Proactively addressing LTC ensures smoother leadership transitions and protects long-term business value.
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Utilize Business Revenue – Leverage current cash flow to lessen out of pocket expense while increasing asset protection.
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Tax Deductibility – Take advantage of current corporate structure to maximize tax deductibility.
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Enhances overall risk management strategy – Addressing LTC concerns complements buy-sell agreements, key person coverage, and estate planning.
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Protects long-term legacy goals – Planning for long-term care costs helps ensure the business can remain intact for heirs, partners, or future sale.
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Provides confidence and clarity – Business owners gain peace of mind knowing both their health needs and business interests are protected.
What To Expect When Addressing Long-Term Care Concerns:
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Professional Expertise in Long-Term Care Planning
Work with a licensed, credentialed professional to evaluate your long term care concerns.
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Strategic, Individualized Guidance
Every business owner’s situation is different. Take time to clearly communicate your business financial objectives and risk exposure allowing you to make confident decisions.
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Asset Protection
Long-term care expenses can negatively impact accrued savings, retirement plans and overall financial stability. Protect what you have built.
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Experienced, Professional Process
Expect a clear, straightforward and honest assessment, allowing you to make informed decisions with confidence
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Consultation to Evaluate Your Options
Begin by assessing your current situation to determine your long term care options and outline the strategies required to
A Brief Overview of Long Term Care

Long Term Care Plans

The Basics of Long Term Care
Schedule Your Long-Term Care Initial Consultation
Plan Today, Protect Tomorrow

Wilgan Insurance Contact Us
"Dave has been our insurance advisor for over a decade. Every year he comes to the table prepared, informed, and genuinely looking out for our business. That kind of consistency is hard to find."
What Happens Next?
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Select a convenient time using our scheduling calendar.
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We’ll have a brief 30 minute conversation to understand your objectives and concerns regarding long term care planning.
203-880-5055
35 Corporate Drive
Trumbull, CT 06611

