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The SafeCare Program

It is a unique opportunity to incorporate your financial, legal, insurance, entitlement, tax, and long term care direction into one timeline and plan.

Now available exclusively through Senior Medi-Benefits, SafeCare is an integrated service to meet your preplanning strategy as a senior, immediate need benefits, and trust administration requirements.

Healthcare

A SafeCare consultant can follow the touchpoints along your healthcare spectrum — addressing issues and answering questions about living level and placement, benefits analysis, and insurance coverage.

Insurance

A SafeCare planner will analyze the insurances you have, including MediCare, Supplemental, and long term care to find gaps that may impact your healthcare and if there are any, make suggestions to fill them. We can also address any disability or government benefit issues you have or may encounter.

Financial

A SafeCare accredited planner will review your estate, including banking and investments, retirement and pensions, and real property. This information is then compared to an actuarial timeline for an individual or couple to create a realistic estate plan or update an
old one.

Nursing Home & At Home Care

If there is an healthcare crisis we can help you stay at home as long as possible, including trying for IHSS Medi-Cal if the income meets the requirements. When necessary, we will guide you and your family through the next best options available.

Taxes

A SafeCare planner will consider tax consequences in plan preparation and/or for any current or future actions required during a healthcare crisis.

Government

A SafeCare consultant will act as an Authorized Representative to assist you in getting Long Term Care (LTC) benefits if required due to Skilled Nursing Facility (SNF) level health problems. The SafeCare program is for both Immediate Need and Pre Need Planning.

Legal

A SafeCare planner will introduce the legal work necessary into your estate planning, to ensure flexible needs for LTC. SafeCare includes uncontested trust administration.

Family

We can include the sometimes difficult job of liaison between family members, ensuring continuity and clarity for all the parties involved.

As a SafeCare Partner, you will have more control of your financial, legal, insurance, entitlement, tax, and long term care direction by planning in advance.

PDFDOWNLOAD: A printable description of the Safecare Suite of Services.