The Nationwide® Health Care/LTC Cost Assessment creates a personalized cost estimate, helping you and your clients better plan for the income they'll need to cover health care costs throughout retirement.
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About Nationwide Retirement Institute
Retirement health care cost planning
Why turn to Nationwide as a trusted resource?
Not only has Nationwide’s team of credentialed specialists thoroughly studied the impact of health care costs on retirees, but our partnership with HealthView Services also delivers an enhanced level of personalized reporting. Since 2009, our combined services have offered detailed guidance to help navigate your clients’ planning needs.
Additionally, the Nationwide Retirement Institute® has worked with The Harris Poll since 2012 to survey consumers about their knowledge of and worries about health care costs in retirement. The results of these annual surveys have allowed us to keep up with client concerns and develop timely materials that help financial professionals guide today’s clients in planning for tomorrow’s expenses.
Keep these insights in mind as you consider:
Medicare doesn't cover all costs.
Inflation in health care often outpaces overall inflation trends.
Tax-saving opportunities can be found, such as using health savings accounts (HSAs) to pay for long-term care premiums.
Caregiving expectations may impact planning.
Check out our videos
As your clients age, health care and long-term care costs become a real concern. Learn how Nationwide can support your discussions with clients about the need to prepare for these potential expenses.
For more information about health care costs in retirement, view our many resources.
Nationwide and its representatives do not give legal or tax advice. An attorney or tax advisor should be consulted for answers to specific questions.
Nationwide and HealthView are separate and non-affiliated companies.
[1] "Projected Savings Medicare Beneficiaries Need for Health Expenses Remained High in 2022," Jake Spiegel and Paul Fronstin, EBRI Issue Brief, No. 549 (Feb. 9, 2023).