George W. Schein, JD, ChFC®, CLU®, Technical Director, Advanced Consulting Group
About Nationwide Retirement Institute Retirement savings & income
Health care costs & longevity
Legacy, estate & wealth transfer
Business growth, protection & transfer
Market & news
About Nationwide Retirement Institute
Health care costs today affect wealth transfer tomorrow
This white paper details how:
People are living longer in retirement, leading to more years of health care expenses that could deplete savings.
Though a great generational wealth transfer is coming, health care spending could diminish what loved ones receive.
Planning ahead for expenses such as long-term care can protect portfolios and preserve more wealth for family members.
Planning for specific life stages?
Review tips for how clients in different age groups can prepare for addressing health care costs and planning for their future legacy. Download our white paper today (PDF).
Get more help
For more information on the topics of health care and wealth transfer, contact your Nationwide wholesaler.