Step 1

Complete the Health Care/LTC Cost Assessment Fact Finder: Download the fact finder and work with your clients to complete it.

Get the fact finder

Step 2

Send the fact finder to the Nationwide Retirement Institute Planning Team: Email the completed form and the team will generate a client-specific report to send back to you.

Email completed form

Step 3

Choose income solutions: Use the client-specific report and our Health Care Solutions Guide to explore solutions with your clients that may help them fill income gaps and cover health care costs in retirement.

Find solutions

Additional tools

Sample client report

You’ll see estimated costs in retirement broken down by year and by client, as well as annual expense details, including premiums and other out-of-pocket health care costs.

LTC comparison tool

Use this tool to obtain estimated LTC costs in a particular state, compare costs from state to state and generate a report to print.

More about health care costs in retirement

See what's included in the Health Care/LTC Cost Assessment, including estimated costs in retirement and annual expense details.

Get more help
Contact the Nationwide Retirement Institute Planning Team at 1-877-245-0763 or IPLNDESK@nationwide.com

The information collected on the personalized Health Care/LTC Cost Assessment will be kept confidential and used to provide an estimate of a client's potential health care costs in retirement. The estimate is based on a client's specific financial situation and goals, as well as their current overall health condition. The client's financial situation and health condition may change over time, and this may affect their future charges. Please keep in mind that the estimates resulting from this fact finder are for hypothetical purposes only and are not guaranteed. For more information on how Nationwide protects your personal information, visit our online privacy policy at www.nationwide.com/privacy-security.jsp.