Enjoying the time together

Watch the video to hear Lisa tell her story, and check out the variety of resources below, including client-approved materials you can share.

Additional resources

Understanding the client need

Review these Nationwide Retirement Institute® resources for clients who want to be prepared for funding this potential expense as they age.

For clients facing the duties of caregiving, this in-depth guide suggests sources of information and support.

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LTC conversation starters

Understand how long-term care benefits can be paid and then explore the steps to customizing a care plan.

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 Help your clients imagine the type of extended care they would want if they needed it.

Create an estimate of long-term care costs that compares locations and years.

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 Help your clients imagine the type of extended care they would want if they needed it.

Suggesting solutions

Learn more about our comprehensive approach to addressing complex retirement challenges with greater confidence. With a few simple inputs, get a quick example of how Nationwide CareMatters could help ease your clients' concern about needing long-term care coverage in the future.
Talking points

Video transcript and financial professional talking points

Lisa McCrory: My name is Lisa. I live in Girard, Ohio. It’s kind of the outskirts of the city; I call it my little piece of country.

I love antiques. My grandparents were antique dealers. They had a giant barn on their property. Every year for our birthdays, we were allowed to go in that barn and pick out anything we wanted. As far as my business, the love of antiques — that just came naturally. They still have life in them. They have a personality just ready to come out. When I finish a piece, it just makes me happy.

When my mom originally went into surgery, I knew right away that I was going to be the one taking care of her.

Lisa:
“When my mom was released from the hospital, they transferred her directly to a nursing home. That was very stressful for me. I didn’t really have the means or the funds to put her in a special place, and I wanted to do it myself, basically. I figured she took care of me and all of us kids all of our lives, so ... I owe her that much.”

Having options
(0:39) Having a long-term care (LTC) plan in place gives clients more options on the type of care and location. It isn’t practical to assume our children will be in a place to take on this responsibility if we ever need care.
Lisa:
“You know, you’re a woman taking care of your mother; it shouldn’t be embarrassing. You do what you have to do, and you take care of them. I was happy to do it. I really didn’t even think twice about it.”

Maintaining one’s dignity
(0:59) Even if children are able to care for their parents, a policy can help pay for a professional to see to personal care needs.
Lisa:
“I took care of my mom for almost a year. I loved having her here. I’ve always been pretty close to her. I feel like I’m as close to her as I possibly could be.”

Planning for you protects them
(1:11) Over half of women providing care for a parent have no choice in the matter.1 Having LTC coverage can help protect their loved ones and offer more options.

Lisa: The only time I really got emotional, I think, is when she came out and she sat in the sunroom with us and she said, “I think I'm ready to go home.” I cried when she left — I was sad. It still chokes me up to talk about it.

I don’t believe that a lot of people have the awareness on long-term care. If, financially, things would fall through, and I wasn’t able to pay for long-term care for myself, that’s a big worry on my mind.

From taking care of my mom, I think a lot about my own situation as far as retirement.
Lisa:
“I think that people should always consider planning for their future, because we never know what our cards hold.”

Taking control of the future
(1:54) Life can be unpredictable, but having a plan in place gives them more control of their situation later on.

[1] “Caregiving in the United States 2020,” AARP and the National Alliance for Caregiving (May 14, 2020).
Sharable content

Sharable content for financial professionals

Download these assets to share Lisa’s story with your clients.

Use the provided video clips and social post text to help show clients the value of taking control of their future with long-term care planning.

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Share Lisa’s story to help how clients the value of taking control of their future with long-term care planning.

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Sharable content for brokerage general agents

Download these assets to share Lisa’s story with financial professionals.

Use the provided video clips and social post text to help demonstrate to financial professionals the value that long-term care plans can have in helping clients prepare for the future.

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Share Lisa’s story to help demonstrate to financial professionals the value that long-term care plans can have in helping clients prepare for the future.

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Nationwide provides this sample content for your use and to download as is. Nationwide is not responsible for any alterations, additions or other revisions made to the information by the user of such content after it is downloaded. All selling firms, distributors and agencies, including their respective financial professionals, should consult their compliance department for specific guidance regarding the distribution of this sample content.

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