Image of multigenerational family with mother and daughter looking at an tablet in the foreground and grandparents talking around the kitchen island in the background.

Preparing for health care and long-term care costs can help clients avoid spending down assets and preserve wealth for the next generation.

Clients often overlook or underestimate how much they may pay for health care or long-term care in retirement. When clients don’t plan ahead, assets that might have been planned to pass to future generations may not be available.

Download the white paper

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.
Get more help
For more information on the topics of health care and wealth transfer, contact your Nationwide wholesaler.

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Nationwide CareMatters®

This single-life coverage is for clients who are primarily looking for long-term care coverage and want to be able to recover their costs if they never need care.