Three Options for Refunding Your Investment
Willow Valley Communities offers you three contract options related to refunding your investment to your estate. With these options, you have more power to plan for the future that you envision for yourself and your family.
- Estate Preservation Plan* – 90% of your original investment is refunded to your estate.
- Traditional Plan – 33% of your original investment is refunded to your estate.
- Capital Preservation Plan – your investment secures your future at Willow Valley at a lower initial entrance fee, with 0% refunded to your estate.
Your Sales Counselor can explain these options thoroughly so that you are able to make the choice that best suits you and your family.
*Certain age limitations apply with the Estate Preservation Plan. Imputed interest rules may apply.
Living Responsibility, Retiring Responsibly Responsibility never really ends, does it? Showing up. Working hard. Being there for your family and friends. Being smart with your money and taking care of yourself and those who depend on you. It’s how you’ve lived and even now, in retirement, that spirit hasn’t left you. It’s who you are. Even in retirement, you want to be sure you’ve planned for your future. With the myriad of choices for retirement in Central Pennsylvania, how do you decide which is right for you? You want to continue making smart choices, taking care of yourself and those who depend on you. You’ve worked hard for your money and want to protect it.