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Smart Money Strategies: How LTC Coverage Benefits High Net Worth Clients
September 18, 2025 @ 1:00 pm – 2:00 pm CDT
Sep 18, 2025 1:00 PM Central Time
Nationwide offers long-term care insurance solutions that can be particularly beneficial for high-net-worth (HNW) individuals, aiming to help them address the potentially substantial costs of long-term care while also preserving their wealth and estate.
On this call we will discuss:
- CareMatters solutions can be owned by an ILIT, which can offer additional estate tax savings and asset protection
- Cash indemnity benefits – No bills/receipts required, and flexibility in care received.
- Wealth preservation and estate planning – Offers a more tax-efficient way to fund LTC compared to self-funding
- Minimize potential estate taxes on assets that might otherwise be used to self-fund long-term care.
