Planning Tips and Carrier News for Advisors 

Nationwide News & Product Updates

Posted by LTCI Partners | Sep 6, 2019 1:38:46 PM
CareMatters II available in Hawaii (9/9/2019) and Florida (8/12/19)
CareMatters II is a flexible, competitively-priced linked-benefit universal life policy that offers clients:
  • Flexibility through cash indemnity LTC benefits that help clients obtain care where and from whom they prefer
  • Choice of a variety of payment options, including pay to Attained Age 100, make the policy accessible to more clients than ever before
  • Protection from inflation via one of several options, including a 3% compound option and a new U.S. Medical Care Inflation option based on changes in the cost of health care
Nationwide CareMatters II1 is designed to help bring the protection of a linked-benefit policy to a wider range of clients across a variety of ages and financial situations.

Hawaii Transition Rules
Flordia Transition Rules

1CareMatters II is not yet available in: AZ, CA, CT, DE, DC, IN, NJ, ND, NY, SD (subject to change). YourLife CareMatters remains available in states that are pending approval and to firms that have not yet approved CareMatters II. CareMatters products are not available in MT, GU, PR, and USVI. Check specific firms for availability products.
Quick Quote Tool – CareMatters II – Available now
Nationwide’s Quick Quote Tool for CareMatters II is now available in compact states and Florida. The tool has been expanded to allow for more options:
  • Single pay OR Pay to Age 100
  • No Inflation OR 3% Compound Inflation
Users will still be able to fill out a web form to request completely customized proposal at the end of the tool.2

Click here to access Quick Quote Tool.

2Output PDF files are pending state review and those will be activated as soon as that has been received.
Long-term care on the Stacking Benjamins Podcast
Check out Nationwide’s LTC thought leader, Shawn Britt, speaking on long-term care on the Stacking Benjamins Podcast with host Joe Saul-Sahy. They cover many important issues around long-term care.

You can listen here.

Alternatively, hear the entire podcast here:Stacking Benjamins.
Silver Brick Road now available to long-term care policyholders
Finding qualified long-term care and support services can be daunting. That’s why we offer our long-term care members a suite of services provided by Silver Brick Road3. This service helps ease stress by:
  • Simplifying the process of finding the help
  • Ensuring quality care is received
  • Ensuring care is received in the right environment
Silver Brick Road is available to all Nationwide® policyowners with a long-term care product, including CareMatters® and the LTC Riders.

Download now

3Silver Brick Road is provided as a service to you by Nationwide. Silver Brick Road is a third party vendor site that is not hosted or affiliated with Nationwide, nor is Nationwide responsible for the content or guarantee the accuracy of any information or materials located on the site.
Contracting reminders
Beginning September 9, Nationwide will accept AML training intended for financial professionals selling insurance products, such as annuities and life insurance, from the following education providers: Kaplan, LIMRA, Nationwide specific AML Training on RegEd, RegEd, Success CE and WebCE.

What you need to do:
  • Ensure the AML training certificate submitted with the contracting packet is from one of the above listed providers. AML Training courses that do not meet these criteria will not be accepted
  • If a certificate is received from a provider other than those listed above, the request will be considered Not In Good Order (NIGO), and Nationwide will contact the BGA to request a new training completion certificate
  • Important note on Contracting delays due to NIGO. Please see full communication on ways to avoid these delays
What you need to know: The Contracting checklist has been updated to reflect the change in AML training requirements. For important note on common contracting delays click here.

For any contracting questions, please call 1-800-321-6064 ext. 4353047 or email
Register for upcoming webinars
Intelligent Underwriting
October 9, 2:00 P.M. EST

CareMatters II – Tax advantages and HSA eligibility for the individuals
October 17, 2:00 P.M. EST

Ready for Next? Visit 2019 Webinar Resource Page to learn about and register for other Nationwide’s exclusive advisor webinar workshops.
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Questions? For more information, call us at 888-767-7373 or visit

Topics: Nationwide, hybrid life/Long-Term Care

Written by LTCI Partners

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