Seminar

Welcome to

Shell Point!

Today’s Agenda • • • • • • •

Retirement Options Life at Shell Point (Lifestyle / Amenities / Services) Continuing Care / Health Care Contracts Shell Point Residences & Neighborhoods Questions (Please hold until the end of the presentation) Tour Community

Retirement Options What are Your options?

• Do nothing – stay in your home • Move in with children or family • Rely on home health services • Purchase long term care insurance • Investigate senior living communities

Retirement Options What’s important for today’s retirees?

• Physical well-being • Social engagement

• Emotional well-being • Lifelong learning opportunities • Financial stability

Retirement Options What’s is a CCRC? • Continuing Care Retirement Community

• The CCRC Business Model has been in existence in the U.S. for over 100 years • There are over 1,900 CCRCs across the U.S. • Shell Point is the largest single-site CCRC in Florida • Shell Point is the 2nd largest single-site CCRC in the U.S.

Retirement Options The Levels of CCRCs • Independent Living – The same active lifestyle you enjoy today, enhanced by a variety of amenities and services

• Assisted Living – An opportunity to enjoy assistance for some daily activities as well as meals • Memory Support – Specialized care and services to assist residents with various stages of dementia • Skilled Nursing – State-of-the-art, 24-hour, skilled care; physical therapy; occupational therapy; and speech therapy in a familiar, attractive environment

Retirement Options Distinguishing Lifecare and Continuing Care • Continuing Care” has to do with the continuum (or levels) of care • Independent Living • Assisted Living

• Memory Support • Skilled Nursing

Retirement Options What is Lifecare?

• Lifecare is one type of contract available in CCRCs

• Lifecare is a contract that individuals can qualify for, if they come to a CCRC when they still have the ability to live safely in an independent environment • Lifecare includes one-time entrance fee and a PREDICTABLE monthly fee • Lifecare contracts offer the best pricing for healthcare in Assisted Living and Skilled Nursing Care

Retirement Options Why Choose a CCRC? • Put a plan in place for the future • Asset protection • Estate protection • Discounted health services • Socialization • Gift to family • Peace of mind

Retirement Options Questions to Ask about a Community’s Financial Strength & Practices • • • • • • •

Occupancy Rate Increases Debt Rating Profitability Capital Improvements Reserves Residents’ Role

About Shell Point Shell Point as an Organization • Florida’s largest Continuing Care Retirement Community • 2,400+ residents • 1,000+ employees

About Shell Point Shell Point as an Organization • Founded in 1968 • Christian & Missionary Alliance

• 501(c)(3) not-for-profit ministry

About Shell Point Early Community Development

About Shell Point Early Community Development

About Shell Point Early Community Development

Master Site Plan Shell Point is one community with multiple neighborhoods

Life at Shell Point Resort or Retirement Community?

Life at Shell Point BOTH! • Maintenance-free living • Peace of mind • Resort-style amenities • Active lifestyle

Life at Shell Point A Beautiful Campus • Miles of walking trails • Gardens • Scenic landscapes • Wildlife in its natural state

Life at Shell Point Lifestyle Fitness Options • Kayaking

• Fitness Centers

• Swimming

• Biking

And More!

Life at Shell Point Center Court • 4 Tennis Courts • 4 Pickleball Courts • Bocce Courts • Picnic Pavilion

Life at Shell Point Coastal Commons • Championship golf course • Golf shop • Seagrape Salon & Spa • Modern fitness center

• Banquet catering • Fine dining cuisine at the Banyan Grille

Life at Shell Point Shell Point Golf Club • 18 Hole Audubon-certified Golf Course • Beautiful greens and fairways • Memberships available – open to the public

Life at Shell Point The Village Church • Spiritual services • Concerts and special events • Social gatherings • 1,000 seat auditorium

• 4,000 volume library

Life at Shell Point The Academy of Lifelong Learning • 3 semesters of educational classes • Varied topics: technology, history,art, science, current events, etc.

Life at Shell Point Express Yourself • Fully-equipped Studios • Art, painting, pottery, digital photography, ceramics, stained glass and more

• Art Groups • Painters Guild, Photo Club, Artist Group

• Staffed Woodworking Shop

• Model Train Exhibit

Life at Shell Point Tribby Arts Center

Life at Shell Point Tribby Arts Center FIRST FLOOR HIGHLIGHTS: • Grand Entrance & grand Atrium • All-media, full-time art gallery • 400-seat auditorium • Stage for Academy, Musical, & Theatrical presentations • Studios for quilting & textiles, pottery, & glass • Sculpture patio • Sculpture garden • Gift shop • Bistro

SECOND FLOOR HIGHLIGHTS: • Literary arts studio with lounge • Crafts studio • Classroom • Collector’s gallery • Sculpture overlook • Dance & theatre arts studio • Music practice suites • Instrument storage room • Painting & photography studios • Mat room • Board room

Life at Shell Point Performing Arts • Annual Concert Series • Nationally known artists • Diverse genres • Dramatic stage performances

Life at Shell Point Get Involved • 64 Activity Groups • Model Yacht Club, Bridge, Bowling, Pickleball, Line Dancing, Shell Point Singers, Billiards, Kayaking, Aquacise Classes, and many more

• 34 Volunteer Groups • Suzy Q Narrators, Greeters, Stamp Ministry, Pavilion Auxiliary, and more

Life at Shell Point Moving Resources & Resident Engagement

Levels of Care

Continuing Care / Healthcare Shell Point Health System • Assisted Living

• Skilled Nursing • Memory Support • Supportive Medical Services • • • • • • •

5 staff physicians 4 ARNPs 2 medical centers Hospice care Shell Point Home Health Behavioral Health Onsite pharmacy with delivery service

Continuing Care / Healthcare Ancillary Medical Services • Specialty Physicians Audiology, Cardiology, Dentistry, Podiatry, Radiology, Urology, more

• Physical Therapy and Rehabilitation • 10+ therapists • 2 speech language pathologists • 2 aqua therapy pools, full therapy gym, more

Continuing Care / Healthcare Assisted Living

Kings Crown

The Arbor The Springs

Connected Living Memory Care

Continuing Care / Healthcare • Larsen Pavilion Skilled Nursing • Memory Support

• Rehabilitation • J. Howard Wood Medical Center • Behavioral Health • Pharmacy • Respite Care • New Skilled Nursing to be completed 2021, 180 beds – private rooms

Contract Options

Contracts Entrance & Monthly Fees • Based on the size, type, and location of your unit.

• The monthly fee is based on contract type and size of unit.

• Guarantees access to Assisted Living, Memory Care, and Skilled Nursing Services should the need arise.

Contracts Contract options typically available in the CCRC industry

CCRC A

B

C

LIFECARE

MODIFIED LIFECARE

FEE FOR SERVICE

Predictable lower monthly fee for assisted living & skilled nursing

Predictable lower monthly fee for assisted living but market rate price for skilled nursing

Market rate pricing for healthcare

Contracts Contract Options Available at Shell Point • Standard - A • Refundable – A with 75% Refund • Modified Lifecare - B • 100% Refundable - C

Contracts Healthcare Cost Comparisons According to John Hancock’s National Cost of Care Survey, national averages PER PERSON: • Assisted Living Monthly: $3,922 Annually: $47,064

• Skilled Nursing Care Monthly: $8,578 Annually: $102,930

Contracts We’d like to introduce you to Mrs. Smith... Standard A Contract • 2 Bed Standard - 1,197 sq. ft. Residence:

$2,982/month

• Moves into higher level of care: NO CHANGE IN MONTHLY FEE

$2,982/month (only additional cost of meals)

By living at Shell Point, *SAVINGS UP TO:

$5,596/monthly $67,152/annually

Contracts We’d like to introduce you to Mr. & Mrs. Jones... Standard A Contract • 2 Bed Standard 1,197 sq. ft. Residence: 1st Person: 2nd Person:

$2,982/month $760/month

• One or both move into higher level of care: NO CHANGE IN MONTHLY FEE (only additional cost of meals) By living at Shell Point,

*SAVINGS UP TO:

$13,414/monthly $160,968/annually

Residences & Neighborhoods

Shell Point Residences • 40+ different floor plans • 470 - 2,800 sq. ft.

• Maintenancefree living • Fully equipped kitchens • Designer décor package

Shell Point Residences Just Some of the Services Included at Shell Point • All utilities (except phone and internet)

• • • • • • • •

Cable TV Home maintenance/repairs Pest control Lawn maintenance Health, fitness and wellness programs Gym membership Transportation Assistance Call System

The Island

The Island • 75-acre island • Direct Gulf access, deep-water boat slips • 750 residences, wide variety of styles • LifeQuest Aquatic Center, Fitness Center, restaurants, gardens, and creativity center • The Village Church

Palm Acres

Palm Acres Palm Acres • Single-family homes • Variety of architectural styles • Waterfront living with deep water boat access

The Woodlands

The Woodlands The Woodlands • 343 residences in park-like setting • Commons with activity and meeting space, restaurants, and more

• Many lifestyle amenities including pool and fitness center, gardens, dog park, har-tru tennis courts, and pickleball

Coastal Links Eagles Preserve Coastal Commons

The Estuary

Shell Point Golf Club Future Site of

The Enclave

The Enclave

The Enclave

The Estuary

The Estuary The Estuary at Shell Point • Single-family and villa homes • Community building with pool

• 75% Refundable Lifecare contract

Eagles Preserve

Eagles Preserve Eagles Preserve • 110 residences nestled in Shell Point’s championship golf course • Private garages & carports • Lifestyle amenities include pool and fitness center • Golf course, lake and nature views

Waterside Future Site of

9-acre lake

Waterside Health Center The Springs Assisted Living

Welcome Center

Connected Living Memory Care

Waterside • 9-acre lake

• The Springs • One of Shell Point’s three assisted living residences • Connected Living

• Dedicated memory support assisted living residences • Secure home-like environment for those with dementia • Welcome Center

• New Skilled Nursing under construction

Waterside Health Center

Waterside Health Center Eagles Preserve • Residential Households design • Private Rooms

• Modern Medical Center • Advanced Physical Therapy • Estimated Completion 2021

PRIVATE ROOM

Waterside Health Center LIVING ROOM

Waterside Health Center

THERAPY

BISTRO

Frequently Asked Questions • What is included in the fees – excluded?

• Does monthly fee increase? How much?

• Are pets permitted?

• What is open to the public at Shell Point?

• Is there a tax deduction?

• How do I get around Shell Point?

• What is 2190?

What’s Next?

• If you would like to make Shell Point an option for your future, join our Wait List with a $4,000 deposit, which is 100% refundable.

• Make an appointment with one of our retirement counselors by calling (239) 466-1131.

Thank you for coming!