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Footnotes

1U.S. Department of Health and Human Services: LongTermCare.gov, How Much Care Will You Need?, October 2017

2Based on information pulled from Genworth’s 2018 Cost of Long Term Care Survey, conducted

by CareScout®, June 2018 - www.genworth.com/aging-and-you/finances/cost-of-care.html

1 Source: https://www.legalzoom.com/articles/estate-planning-statistics

2 Source: https://www.annuity.org/retirement/retirement-statistics/ 

3, 4, 5 Source: https://catholiccf.org/2021/10/18/shocking-statistics-about-estate-planning/ 

6 U.S. Department of Health and Human Services: LongTermCare.gov, How Much Care Will You Need?, June 2020

7 Based on information pulled from Genworth’s 2020 Cost of Long Term Care Survey, conducted by CareScout®, August 2020 - https://www.genworth.com/aging-and-you/finances/cost-of-care.html

8 Source: Social Security Administration: 2020 Fact Sheet, January 2020


9 Social Security Administration: 2020 Fact Sheet, January 2020


Please note that Key Planning Partners and their representatives do not give legal or Social Security advice. You are encouraged to consult your attorney or the Social Security Administration via your local office or online at ssa.gov.

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

*Guarantees are subject to the claims paying ability and principal strength of the annuity issuer.