NewmanLTC Office Closed (Martin Luther King Jr. Day)
2024-01-15 08:00 - 17:00, 2025-01-20 08:00 - 17:00 (America/Chicago)

Understanding LTC Tax Advantages and Tax Reporting of LTC Combo and Hybrid Products
2024-01-25 13:00 - 14:00
With all of the different LTC products on the market today, it is not always clear which LTC products have deductible premiums, and which don’t. There is also confusion on the tax forms that are sent to clients and what they really mean. Please join us to learn about the following:

LTC tax advantages for business owners and employees

Joint Life policies – how tax advantages work

Clarifying Section 1035 exchange rules for LTC

LTC and IRS Form 1099-R – who receives it, why it is sent, and what it reports

IRS 1099-LTC – what it actually reports

IRS Tax Form 8853 for LTCWho needs to file it?

How easy is it to complete

NewmanLTC Office Closed (President’s Day)
2024-02-19 08:00 - 17:00

NewmanLTC Office Closed (Good Friday)
2024-03-29 08:00 - 17:00

Nationwide CareMatters Update
2024-04-03 14:00 - 15:00
Offering cash benefits for long-term care needs

Join us to learn about two asset-based LTC solutions from Nationwide Financial.CareMatters II—an industry leading indemnity solution that provides cash benefits, allowing for flexibility in caregiving and paying for unlicensed informal caregivers. Care Matters II also provides the largest residual death benefit of all linked-benefit solutions. It also offers a unique indexed rate inflation rider based on grown in the US Medical CPI.

CareMatters Together—a new second-to-die LTC linked benefit solution. CareMatters Together, like CareMatters II, is a cash indemnity long term care solution with many features and benefits to help your clients prepare for the costs associated with LTC services. Since CareMatters Together is built on a second-to-die chassis, it has new features like joint waiver of premium and expanded underwriting.

Learn how both solutions work, how they differ, tax misconceptions around indemnity solutions and share the many great resources Nationwide has created to help you start extended care conversations.

NewmanLTC Office Closed (Memorial Day)
2024-05-27 08:00 - 17:00

NewmanLTC Office Closed (Independence Day)
2024-07-04 08:00 - 17:00

Free CE - Long-term care planning: Are your clients prepared?
2024-07-17 13:00 - 14:00
Credit hours: 1 | Not Approved in: CO, IA, NV, NJ

Intended for CFP,CPE,CLU/ChFC & CIMA

July 17, 2024 at 1:00 PM CT

This course will focus on the long-term care market and how a rider added to a life insurance policy may be just the strategy many of people need to help reach their financial planning objectives. We will focus on the fact that without proper planning, long-term care can be the greatest threat to financial security today.

When asked for Broker/Dealer, please enter NewmanLTC

NOTE: NewmanLTC is not hosting these CE presentations. Please connect with the Nationwide presenter after the webinar with any questions or issues about the presentation or CE credits.

Free CE - Helping clients prepare to age with dignity
2024-07-18 13:00 - 14:00
Credit hours: 1 | Not available for state insurance credit

Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS

July 18, 2024 at 1:00 PM CT

Offering holistic guidance to clients is more than just putting a plan in place. It’s key to working with clients about planning for the process of aging with dignity and understanding the risks that come with longevity, all while remaining vigilant with wealth management and retirement plans.

When asked for Broker/Dealer, please enter NewmanLTC

NOTE: NewmanLTC is not hosting these CE presentations. Please connect with the Nationwide presenter after the webinar with any questions or issues about the presentation or CE credits.

Free CE - Understanding healthcare costs & their impact on retirement
2024-07-23 13:00 - 14:00
Credit hours: 1 | Not Approved in: NJ, DC

Intended for CFP, CIMA, CLU, ChFC

July 23, 2024 at 1:00 PM CT

Are you able to meet the expectations of clients who want your guidance regarding Medicare and health care costs in retirement? In this CE presentation, learn how to set yourself apart with our value-added content.

When asked for Broker/Dealer, please enter NewmanLTC

NOTE: NewmanLTC is not hosting these CE presentations. Please connect with the Nationwide presenter after the webinar with any questions or issues about the presentation or CE credits.

NewmanLTC Office Closed (Labor Day)
2024-09-02 08:00 - 17:00

Long term care - The double-edged sword for women (Webinar)
2024-11-12 13:00 - 14:00
Credit hours: 1 | Not approved in: OK

Intended for ASPPA, CFP, CIMA, CLU/ChFC, CRPC, CRPS & CPE

This course will provide the student with a description of the issues surrounding long-term care and specifically issues women are likely to face. The program will include discussion on retirement and aging, the need for long-term care in the United States, and costs surrounding this care. We will also discuss the impact long-term care needs have on the caregiver as well as the cared for and who is more likely to need the protection of long-term care insurance coverage. The students will get an overview of government programs including Medicare, Medicaid and CLASS. In addition, this course will cover the different options available to the consumer for obtaining long-term care protection. Finally, we will discuss several options the financial planner may utilize to help the consumer decide how to fund such coverage.

When asked for Broker/Dealer, please enter NewmanLTC

NOTE: NewmanLTC is not hosting these CE presentations, we are promoting Nationwide’s event. Please connect with the Nationwide presenter after the webinar with any questions or issues about the presentation or CE credits.

NewmanLTC Office Closed (Thanksgiving Day)
2024-11-28 08:00 - 17:00

NewmanLTC Office Closed (Christmas Day)
2024-12-25 08:00 - 17:00

NewmanLTC Office Closed (New Years Day)
2025-01-01 08:00 - 17:00

CE: Understanding of LTC tax advantages and tax reporting
2025-02-19 13:00 - 14:00
Nationwide offers free live continuing education sessions designed to help you deepen your client relationships by being well-informed about the subjects they care about.

To be awarded CE credit you must attend the full session and answer all polling questions. These sessions are considered “carrier-sponsored” and are not recorded.

NOTE: NewmanLTC not hosting these CE presentations. Please connect with the Nationwide presenter after the webinar with any questions or issues about the presentation or CE credits.

Understanding of LTC tax advantages and tax reporting

Credit hours: 1 | Not approved in: CO, IA and NV

Attend this presentation to find out how LTC benefits can be tax-free, based on either a set daily amount or the actual costs incurred. Learn about the tax advantages and HSA eligibility of regular LTC policies, discover potential deductions for business owners, and get tips on simplified tax reporting, covering linked benefit policies and rules for policy exchanges.

The New Wealth Transfer: Making Room for Long-Term Care Insurance (LTCi) Planning in Wealth Transfer Plans
2025-04-17 13:00 - 14:00
Due to numerous developments in health and wealth over the past few decades, wealth transfer plans are not complete without a plan for long-term care expenses. This session highlights the benefits of life insurance based LTCi solutions and how such products can operate effectively in irrevocable trusts. We will address:

The need to fortify wealth transfer plans of the mass affluent against long-term care expenses;

Why “self-funding” (i.e., paying out of pocket) potential long-term care expenses is a losing financial proposition for the high net worth; and

Retaining indirect access to trust owned LTCi benefits.

Presenter: Allison Anne Hoyt, JD, CLU, TEP has been in the financial services industry for over 13 years. She has held multiple industry leadership positions within the Society of Financial Service Professionals and is currently on the Risk Management Industry Advisory Council of the American College; she has been published in Trusts & Estates, InsuranceNewsNet, the Journal of Financial Service Professionals and Leimberg Information Services Inc.

IMPORTANT: At registration, when prompted for Organization, do not enter your company name. Enter NewmanLTC. This will help ensure that you receive any follow-up resources mentioned on the call.

LTCi Tax Incentives for Businesses
2025-04-30 14:00 - 15:00
Long-term care insurance can be one of the most tax-advantaged ways to fund future care needs, but most clients and few advisors fully understand how businesses and businessowners can benefit from LTCi planning. Fewer still understand how tax deductibility differs for linked-benefit solutions.

Join Joseph Taylor from Nationwide, as he gives us a quick look at the LTCi Tax Incentives for Businesses.

Structuring LTCi solutions for tax deductibility

Hierarchy of tax advantages

Value of the “above the line” deduction

Corporate and small business tax advantages for owners

Designing a linked-benefit policy for maximum tax advantages

Business owned policies on an employee

Office closed for Juneteenth
2025-06-19 08:00 - 17:00, 2026-06-19 08:00 - 17:00

Office closed for Independence Day
2025-07-04 08:00 - 17:00

Innovative underwriting—How CareMatters is evolving
2025-07-16 00:30 - 01:00
Join us for a roundtable discussion on recent underwriting enhancements for our Nationwide CareMatters® products and how they’ll benefit you and your clients who are seeking long-term care coverage.

Register here: https://nationwideinsurance.zoom.us/webinar/register/WN_kxy6DbsXRw-MR1ImzaRNtw

When asked for Firm/Company, please enter NewmanLTC

Smart Money Strategies: How LTC Coverage Benefits High Net Worth Clients
2025-09-18 13:00 - 14:00
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.

Introducing Nationwide's Care Matters Annuity for LTCi
2025-10-29 13:00 - 14:00
For over 25 years, Nationwide® has been providing industry-leading long-term care (LTC) solutions. We remain committed to finding innovative ways to meet clients’ future care needs with products such as Nationwide CareMatters® Annuity — a straightforward LTC solution built on a deferred fixed annuity chassis.

On this call, you will learn about:

The advantages of cash indemnity benefits

Triple tax-efficient solution for LTC

Predictability and Guarantees

Streamlined underwriting process

Good candidates for an LTC Annuity

Office Closed for New Year's Day
2026-01-01 08:00 - 17:00

Office Closed for Martin Luther King Jr. Day
2026-01-19 08:00 - 17:00

Office Closed for President's Day
2026-02-16 08:00 - 17:00

Office Closed for Good Friday
2026-04-03 08:00 - 17:00

Office Closed for Memorial Day
2026-05-25 08:00 - 17:00
