InsuranceQuoteToolkit

55–65

Pre-Retirement insurance guide

Re-balance from income protection to healthcare and longevity.

Coverage Priorities

  • Long-term care insurance
  • Medicare gap planning
  • Drop excess life coverage
  • Annuity / longevity review

Action Checklist

  • Buy LTC before 60–62
  • Plan Medicare Supplement
  • Reduce term life as debts shrink

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