Unparalleled setting. Unparalleled lifestyle.™

RETIREMENT COMMUNITY

Prices & Monthly Fee Schedule

July 1, 2019

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2 Shell Point | PRICING & MONTHLY FEE GUIDE

P a g e 5

P a g e 6

This contract features a 15% reduction applied to the Standard Type A Contract entrance fee and monthly maintenance fees, while providing independent living with all of the lifestyle features and amenities available, plus assisted living services, including memory care in assisted living. This contract also includes guaranteed access to Shell Point skilled nursing services at private pay rates.

This contract offers a 100% refund of the entrance fee upon death or contract cancellation. This contract does not include assisted living or skilled nursing services, but provides guaranteed access to Shell Point assisted living or skilled nursing at private pay rates.

Shell Point offers four contracts to provide a wide variety of options. These contracts are easy to understand and provide a range of packages to take the worry out of retirement while meeting your budget requirements.

This contract includes independent living with all of the lifestyle features and amenities available, plus assisted living, memory care and skilled nursing services, all covered by the same monthly maintenance fee.

This contract includes everything in the Standard Lifecare Contract, plus a 75% refund of the entrance fee upon death or contract cancellation.* *To qualify for the A-75 contract option, if a couple, one person in couple must be 85 years of age or younger. If single, you must be 85 years of age or younger.

STANDARD LIFECARE

+ 75% REFUNDABLE

OPTION

STANDARDLIFECARE

S TA N D A R D L I F E C A R E C O N T R A C TA

M O D I F I E D L I F E C A R E C O N T R A C TB

1 0 0 % R E F U N D A B L E C O N T R A C TC

■ Rate schedule is based on a ■ Prices, features, and services minimum age of 60. subject to change.

■ Monthly Fee includes all utilities ■ Residences are priced according to except phone and internet. contract type, location, elevation and view.

A

A-75

Choose Your Contract

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PRICING & MONTHLY FEE GUIDE | Shell Point 3

Standard Lifecare Contract

S e c o n d P e r s o n F e e : Entrance Fee $13,000. Monthly Fee $760

S i n g l e - F a m i l y W a t e r f r o n t H o m e s : Limited number of residences available

I s l a n d G a r d e n R e s i d e n c e s2-story buildings • Garden-style entrances • Exterior parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

Studio $125,000 to $158,000 $1,639

Studio / 1-Bedroom $140,000 to $158,000 $1,639

1-Bedroom Deluxe $176,000 to $254,000 $1,899

2-Bedroom / 1 Bath $221,000 to $277,000 $2,286

2-Bedroom / 2 Bath $226,000 to $271,000 $2,286

2-Bedroom Deluxe $260,000 to $323,000 $2,897

I s l a n d H a r b o r C o u r t R e s i d e n c e s

4-story open atrium building • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

2-Bedroom Traditional $382,000 to $426,000 $3,593

2-Bedroom Deluxe $401,000 to $447,000 $3,682

2-Bedroom Executive $400,000 to $455,000 $4,113

3-Bedroom Traditional $476,000 to $564,000 $5,156

3-Bedroom Executive $567,000 to $632,000 $5,792

I s l a n d S u n d i a l R e s i d e n c e s4-story open atrium building • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

2-Bedroom Traditional $366,000 to $439,000 $3,534

2-Bedroom Executive $410,000 to $470,000 $4,168

3-Bedroom Traditional $464,000 to $559,000 $4,894

3-Bedroom Executive $554,000 to $620,000 $5,154

I s l a n d M i d - R i s e R e s i d e n c e s5 & 6-story buildings • Air conditioned interior corridors • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

1-Bedroom / 1 Bath $250,000 to $332,000 $1,956(Gasparilla, Hutchinson)

2-Bedroom / 2 Bath $250,000 to $387,000 $2,465(Amelia, Cayman)

2-Bedroom / 2 Bath $298,000 to $423,000 $2,897(Bimini, Dominica)

2-Bedroom / 2 Bath $327,000 to $413,000 $3,228(Fisher)

3-Bedroom / 2 Bath $537,000 to $577,000 $4,660(Jamestown)

W o o d l a n d s R e s i d e n c e s6 & 8-story open atrium buildings • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

1-Bedroom & Den $277,000 to $358,000 $2,594

2-Bedroom Standard $319,000 to $418,000 $2,982

2-Bedroom Traditional $358,000 to $499,000 $3,559

2-Bedroom Executive $432,000 to $587,000 $4,148

2-Bedroom & Den $528,000 to $693,000 $5,302

3-Bedroom Executive $573,000 to $707,000 $5,568

E a g l e s P r e s e r v e R e s i d e n c e s3 & 4-story building • Open-style entrances • Garage or covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

1-Bedroom & Den $315,000 to $373,000 $2,594

2-Bedroom Standard - Interior $359,000 to $432,000 $2,982

2-Bedroom Standard - Corner $369,000 to $438,000 $2,982

2-Bedroom Traditional $418,000 to $476,000 $3,559

2-Bedroom Executive $488,000 to $556,000 $4,148

3-Bedroom Executive $637,000 to $684,000 $5,568

• Rate schedule is based on a minimum age of 60.• Assisted Living and Skilled Nursing are included in the rates.• A full-time staff of physicians is on site.• Monthly Fee includes all utilities except phone and internet.

• Optional meal plans available for additional fee.• Residences are priced according to location,

elevation, and view.• Prices, features, and services subject to change.

Additional fees apply to residences that include glass enclosures with increased under-air square footage.

3

S TA N D A R D L I F E C A R E C O N T R A C T

M O D I F I E D L I F E C A R E C O N T R A C T

1 0 0 % R E F U N D A B L E C O N T R A C T

A

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4 Shell Point | PRICING & MONTHLY FEE GUIDE

S e c o n d P e r s o n F e e : S i n g l e - F a m i l y W a t e r f r o n t H o m e s : Entrance Fee $20,540. Monthly Fee $760 Limited number of residences available

I s l a n d G a r d e n R e s i d e n c e s2-story buildings • Garden-style entrances • Exterior parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

Studio $197,500 to $249,640 $1,639

Studio / 1-Bedroom $221,200 to $249,640 $1,639

1-Bedroom Deluxe $278,080 to $401,320 $1,899

2-Bedroom / 1 Bath $349,180 to $437,660 $2,286

2-Bedroom / 2 Bath $357,080 to $428,180 $2,286

2-Bedroom Deluxe $410,800 to $510,340 $2,897

I s l a n d H a r b o r C o u r t R e s i d e n c e s

4-story open atrium building • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

2-Bedroom Traditional $603,560 to $673,080 $3,593

2-Bedroom Deluxe $633,580 to $706,260 $3,682

2-Bedroom Executive $632,000 to $718,900 $4,113

3-Bedroom Traditional $752,080 to $891,120 $5,156

3-Bedroom Executive $895,860 to $998,560 $5,792

I s l a n d S u n d i a l R e s i d e n c e s4-story open atrium building • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

2-Bedroom Traditional $578,280 to $693,620 $3,534

2-Bedroom Executive $647,800 to $742,600 $4,168

3-Bedroom Traditional $733,120 to $883,220 $4,894

3-Bedroom Executive $875,320 to $979,600 $5,154

I s l a n d M i d - R i s e R e s i d e n c e s5 & 6-story buildings • Air conditioned interior corridors • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

1-Bedroom / 1 Bath $395,000 to $524,560 $1,956(Gasparilla, Hutchinson)

2-Bedroom / 2 Bath $395,000 to $611,460 $2,465(Amelia, Cayman)

2-Bedroom / 2 Bath $470,840 to $668,340 $2,897(Bimini, Dominica)

2-Bedroom / 2 Bath $516,660 to $652,540 $3,228(Fisher)

3-Bedroom / 2 Bath $848,460 to $911,660 $4,660(Jamestown)

W o o d l a n d s R e s i d e n c e s6 & 8-story open atrium buildings • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

1-Bedroom & Den $437,660 to $565,640 $2,594

2-Bedroom Standard $504,020 to $660,440 $2,982

2-Bedroom Traditional $565,640 to $788,420 $3,559

2-Bedroom Executive $682,560 to $927,460 $4,148

2-Bedroom & Den $834,240 to $1,094,940 $5,302

3-Bedroom Executive $905,340 to $1,117,060 $5,568

RESIDENCE ENTRANCE FEE MONTHLY FEE

Captiva $790,000 $3,875

Sanibel $875,320 $4,349

RESIDENCE ENTRANCE FEE MONTHLY FEE

Useppa $1,074,400 $5,033

Boca Grande $1,243,460 $5,963

E a g l e s P r e s e r v e R e s i d e n c e s3 & 4-story building • Open-style entrances • Garage or covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

1-Bedroom & Den $497,700 to $589,340 $2,594

2-Bedroom Standard - Interior $567,220 to $682,560 $2,982

2-Bedroom Standard - Corner $583,020 to $692,040 $2,982

2-Bedroom Traditional $660,440 to $752,080 $3,559

2-Bedroom Executive $771,040 to $878,480 $4,148

3-Bedroom Executive $1,006,460 to $1,080,720 $5,568

Standard Lifecare Contract+ 75% Refundable Option

• Rate schedule is based on a minimum age of 60.• If couple, one must be 85 or younger. Single, 85 or younger.• Assisted Living and Skilled Nursing are included in the rates.• A full-time staff of physicians is on site.

• Monthly Fee includes all utilities except phone and internet.• Optional meal plans available for additional fee.• Residences are priced according to location, elevation, and view.• Prices, features, and services subject to change.

E s t u a r y / E n c l a v e R e s i d e n c e sAttached villa homes & signature single-family homes with garages

Additional fees apply to residences that include glass enclosures with increased under-air square footage.

A75

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• Rate schedule is based on a minimum age of 60.• Assisted Living included in rates.• Guaranteed access to Skilled Nursing.• A full-time staff of physicians is on site. • Monthly Fee includes all utilities except phone and internet.

• Optional meal plans available for additional fee.• Residences are priced according to location,

elevation, and view.• Prices, features, and services subject to change.

I s l a n d G a r d e n R e s i d e n c e s2-story buildings • Garden-style entrances • Exterior parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

Studio $106,250 to $134,300 $1,394

Studio / 1-Bedroom $119,000 to $134,300 $1,394

1-Bedroom Deluxe $149,600 to $215,900 $1,615

2-Bedroom / 1 Bath $187,850 to $235,450 $1,944

2-Bedroom / 2 Bath $192,100 to $230,350 $1,944

2-Bedroom Deluxe $221,000 to $274,550 $2,463

I s l a n d H a r b o r C o u r t R e s i d e n c e s

4-story open atrium building • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

2-Bedroom Traditional $324,700 to $362,100 $3,055

2-Bedroom Deluxe $340,850 to $379,950 $3,130

2-Bedroom Executive $340,000 to $386,750 $3,497

3-Bedroom Traditional $404,600 to $479,400 $4,383

3-Bedroom Executive $481,950 to $537,200 $4,924

I s l a n d S u n d i a l R e s i d e n c e s4-story open atrium building • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

2-Bedroom Traditional $311,100 to $373,150 $3,004

2-Bedroom Executive $348,500 to $399,500 $3,543

3-Bedroom Traditional $394,400 to $475,150 $4,160

3-Bedroom Executive $470,900 to $527,000 $4,381

I s l a n d M i d - R i s e R e s i d e n c e s5 & 6-story buildings • Air conditioned interior corridors • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

1-Bedroom / 1 Bath $212,500 to $282,200 $1,663(Gasparilla, Hutchinson)

2-Bedroom / 2 Bath $212,500 to $328,950 $2,096(Amelia, Cayman)

2-Bedroom / 2 Bath $253,300 to $359,550 $2,463(Bimini, Dominica)

2-Bedroom / 2 Bath $277,950 to $351,050 $2,744(Fisher)

3-Bedroom / 2 Bath $456,450 to $490,450 $3,961(Jamestown)

W o o d l a n d s R e s i d e n c e s6 & 8-story open atrium buildings • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

1-Bedroom & Den $235,450 to $304,300 $2,205

2-Bedroom Standard $271,150 to $355,300 $2,535

2-Bedroom Traditional $304,300 to $424,150 $3,026

2-Bedroom Executive $367,200 to $498,950 $3,526

2-Bedroom & Den $448,800 to $589,050 $4,507

3-Bedroom Executive $487,050 to $600,950 $4,733

E a g l e s P r e s e r v e R e s i d e n c e s3 & 4-story building • Open-style entrances • Garage or covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

1-Bedroom & Den $267,750 to $317,050 $2,205

2-Bedroom Standard - Interior $305,150 to $367,200 $2,535

2-Bedroom Standard - Corner $313,650 to $372,300 $2,535

2-Bedroom Traditional $355,300 to $404,600 $3,026

2-Bedroom Executive $414,800 to $472,600 $3,526

3-Bedroom Executive $541,450 to $581,400 $4,733

B

S e c o n d P e r s o n F e e : Entrance Fee $11,050. Monthly Fee $646

S i n g l e - F a m i l y W a t e r f r o n t H o m e s : Limited number of residences available

Additional fees apply to residences that include glass enclosures with increased under-air square footage.

Modified Lifecare Contract

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6 Shell Point | PRICING & MONTHLY FEE GUIDE

S e c o n d P e r s o n F e e : Entrance Fee $13,000. Monthly Fee $760

S i n g l e - F a m i l y W a t e r f r o n t H o m e s : Limited number of residences available

• Rate schedule is based on a minimum age of 60.• Guaranteed access to Assisted Living and

Skilled Nursing at current private-pay rates.• A full-time staff of physicians is on site.• Monthly Fee includes all utilities except phone and internet.

• Optional meal plans available for additional fee.• Residences are priced according to location,

elevation, and view.• Prices, features, and services subject to change.

Additional fees apply to residences that include glass enclosures with increased under-air square footage.

100% Refundable ContractC

I s l a n d G a r d e n R e s i d e n c e s2-story buildings • Garden-style entrances • Exterior parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

Studio $125,000 to $158,000 $1,639

Studio / 1-Bedroom $140,000 to $158,000 $1,639

1-Bedroom Deluxe $176,000 to $254,000 $1,899

2-Bedroom / 1 Bath $221,000 to $277,000 $2,286

2-Bedroom / 2 Bath $226,000 to $271,000 $2,286

2-Bedroom Deluxe $260,000 to $323,000 $2,897

I s l a n d H a r b o r C o u r t R e s i d e n c e s

4-story open atrium building • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

2-Bedroom Traditional $382,000 to $426,000 $3,593

2-Bedroom Deluxe $401,000 to $447,000 $3,682

2-Bedroom Executive $400,000 to $455,000 $4,113

3-Bedroom Traditional $476,000 to $564,000 $5,156

3-Bedroom Executive $567,000 to $632,000 $5,792

I s l a n d S u n d i a l R e s i d e n c e s4-story open atrium building • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

2-Bedroom Traditional $366,000 to $439,000 $3,534

2-Bedroom Executive $410,000 to $470,000 $4,168

3-Bedroom Traditional $464,000 to $559,000 $4,894

3-Bedroom Executive $554,000 to $620,000 $5,154

I s l a n d M i d - R i s e R e s i d e n c e s5 & 6-story buildings • Air conditioned interior corridors • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

1-Bedroom / 1 Bath $250,000 to $332,000 $1,956(Gasparilla, Hutchinson)

2-Bedroom / 2 Bath $250,000 to $387,000 $2,465(Amelia, Cayman)

2-Bedroom / 2 Bath $298,000 to $423,000 $2,897(Bimini, Dominica)

2-Bedroom / 2 Bath $327,000 to $413,000 $3,228(Fisher)

3-Bedroom / 2 Bath $537,000 to $577,000 $4,660(Jamestown)

W o o d l a n d s R e s i d e n c e s6 & 8-story open atrium buildings • Covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

1-Bedroom & Den $277,000 to $358,000 $2,594

2-Bedroom Standard $319,000 to $418,000 $2,982

2-Bedroom Traditional $358,000 to $499,000 $3,559

2-Bedroom Executive $432,000 to $587,000 $4,148

2-Bedroom & Den $528,000 to $693,000 $5,302

3-Bedroom Executive $573,000 to $707,000 $5,568

E a g l e s P r e s e r v e R e s i d e n c e s3 & 4-story building • Open-style entrances • Garage or covered parking

RESIDENCE ENTRANCE FEE MONTHLY FEE

1-Bedroom & Den $315,000 to $373,000 $2,594

2-Bedroom Standard - Interior $359,000 to $432,000 $2,982

2-Bedroom Standard - Corner $369,000 to $438,000 $2,982

2-Bedroom Traditional $418,000 to $476,000 $3,559

2-Bedroom Executive $488,000 to $556,000 $4,148

3-Bedroom Executive $637,000 to $684,000 $5,568

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Notes

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Monthly Expense Comparison

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Mortgage/rent/monthly fee

Condo/home assessment

Dwelling insurance

Homeowners association (fees, dues, etc.)

Utilities (electric, gas, water, sewer, garbage removal)

Telephone and Internet service

Cable TV

Assistance call system

Weekly housekeeping service

Home maintenance/repairs

Pest control

Lawn/garden maintenance

Building monitoring system (security, fire protection, emergency response)

Health and fitness programs/gym membership

Entertainment, social, and cultural activities

Scheduled transportation

Future assisted living with memory care per person

Future skilled nursing and memory care per person

Total

Use the worksheet below to compare some of your current monthly expenses to what is included in the comprehensive contracts offered by Shell Point.

STANDARD LIFECARE

CONTRACT

YOUR CURRENT MONTHLY

COSTS

MODIFIED LIFECARE

CONTRACT

100% REFUNDABLE CONTRACT

B C

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13921 Shell Point Plaza • Fort Myers, Florida 33908 • (239) 466-1131 or 1-800-780-1131 • www.shellpoint.org A nonprofit ministry of The Christian and Missionary Alliance Foundation, Inc.

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