Nationwide – CareMatters and Hybrid LTC – United States

Nationwide – Life-Based Long-Term-Care Solutions Partner Supporting Seniors and Families

Helping Senior-Care Ecosystems Through Cash-Indemnity LTC Coverage Linked to Universal Life

Nationwide is a major U.S. insurer that offers long-term-care coverage primarily through linked-benefit life-insurance products, most notably its CareMatters series. Nationwide CareMatters is LTC coverage linked to a fixed-premium universal-life policy that includes a death benefit. CareMatters II is recognized for its 100 percent cash-indemnity benefit structure in the hybrid LTC market.

Who Is Nationwide CareMatters in Long-Term-Care Funding?

Nationwide CareMatters allows policyholders to accelerate a portion of the life-insurance death benefit to pay for LTC expenses, while leaving any unused benefit to heirs as a death benefit. CareMatters II stands out because once a claim is triggered, Nationwide simply pays a monthly cash-indemnity benefit—no receipts or monthly billing documentation are required—giving policyholders flexibility in how they use LTC funds. Educational materials emphasize that the coverage can help fund care at home or in facilities while premiums remain fixed.

Families use CareMatters and CareMatters II to fund LTC costs while retaining life-insurance benefits if care is never needed or not fully used, making these products central to some senior-care funding plans.

Why Senior-Care Ecosystems Need Nationwide CareMatters

Senior-care ecosystems may rely on CareMatters when:

  • Families prefer a fixed-premium life-insurance product with LTC benefits instead of stand-alone LTC.
  • Providers must supply eligibility documentation (ADL limitations or cognitive impairment) to support claim approvals, even though monthly receipts are not required.
  • Advisors build retirement plans around flexible, cash-indemnity LTC benefits that can pay for home-care or facility care.

That makes high-quality functional assessments and care-plan documentation important for clinicians and facilities working with Nationwide-insured clients.

Case Study: CareMatters II Policy Funding Flexible LTC for a Policyholder

A policyholder buys a Nationwide CareMatters II policy in his early 60s, choosing inflation-protected LTC benefits and a death benefit for his beneficiaries. At age 78, he develops mobility and cognitive challenges and receives a mix of home-health-aide services and adult-day care. Once eligibility is established, Nationwide pays a fixed monthly cash-indemnity benefit regardless of actual incurred expenses. The family uses the cash to pay caregivers, fund home modifications, and purchase respite services. Nationwide still requires:

  • Certification of ADL limitations or severe cognitive impairment by a professional.
  • Periodic updates confirming continued LTC eligibility.

Providers and the family adopt Caring Data to track ADL performance, cognitive assessments, incidents, and care-plan changes over time. Nationwide leverages Caring Data-based reports as part of periodic claim reviews, using them alongside clinician statements to confirm ongoing eligibility for LTC benefits.

Testimonials

  • “We liked that Nationwide didn’t need receipts every month, but Caring Data gave us an easy way to show why the benefit should continue.”
  • “Our advisor said the clarity of our documentation made annual reviews almost routine.”

Key Contact

Nationwide – CareMatters & LTC Solutions

Role: major insurer offering hybrid LTC coverage linked to fixed-premium universal life, notably CareMatters and CareMatters II cash-indemnity products.

Features: death benefit plus LTC benefits; 100 percent cash-indemnity LTC benefits once eligible; flexible use of funds.

Website:
https://www.nationwide.com/

Address (listing):
One Nationwide Plaza, Columbus, OH 43215

Phone (listing): 1-877-669-6877

Contacts (listing): Clayton Henderson – NWHelp@nationwide.com; Supplier@nationwide.com

Final Thoughts

Senior-care ecosystems benefit when hybrid solutions like Nationwide CareMatters provide flexible, cash-based LTC funding alongside life-insurance benefits. Caring Data provides the clinical documentation that supports eligibility decisions without undermining the administrative simplicity of cash-indemnity designs.

Arthur J. Gallagher & Co. – Senior-Living & Healthcare – United States

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