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New in NY: CareMatters II Launching 4/13/26

Exciting news! We are pleased to announce the launch of CareMatters II in New York, going live on April 13, 2026.

Illustrations will be available beginning April 10, 2026.

Below are a few of the key enhancements we’re excited to share:

  • Inflation rider available immediately once the client becomes benefit-eligible (no longer a 2-year waiting period)
  • New 3% compound inflation option, in addition to the existing 3% simple and 5% compound options available in NY
  • Expanded payment flexibility, including:
    • Pay to age 65
    • Pay to age 100
  • Separately identifiable premiums, allowing for potential business-owner deductions
  • Translator support for phone interviews, now available for clients in New York

We have included several launch resources and materials below, and product training is now live.

Side by Side Comparison for New York

CareMatters II Product Highlights – New York

CareMatters II Client Guide – New York

The new Nationwide Indexed UL Accumulator III

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In early March, you’ll be able to offer Nationwide Indexed UL Accumulator III to clients who need death benefit protection and tax-advantaged growth. It still has a transparent, low-cost design and now also features some valuable enhancements.

These are 2 of the new enhancements that you’ll probably want to learn more about right away:

  • 8% Enhanced DCA – To help mitigate the impact that market timing risk can have on a client’s cash value.
  • Performance Lock – To help make sure your clients can keep the gains from their index interest strategy.

Get the product overview.

John Hancock: Help Your Clients “Prepare for Better”

John Hancock and the MIT AgeLab recently released the Longevity Preparedness Index (LPI), a groundbreaking tool that can help your clients “Prepare for Better.” Dive into the LPI to see where Americans are falling short in longevity preparedness — and where you can make the greatest impact. For example, use these four findings to spark meaningful discussions that can lead to better outcomes as your clients age.

  • Care starts with conversation: The LPI indicates that only 16% of Americans have discussed care preferences. Encourage early family conversations and the use of planning tools such as advance directives, POAs, funding strategies, etc.
  • Better homes can help support better aging: LPI’s home domain scored just 56 —indicating low readiness. Promote aging-in-place strategies, home modifications, smart tech, and safety planning.
  • Designing communities for longevity: While LPI’s community domain achieved the highest score (70), support systems lag. Highlight the importance of age-friendly infrastructure, transportation, healthcare access, and “third places,” e.g., churches, gyms, cafes, community halls, etc.
  • Wellness as a foundation: With a score of just 56, the LPI revealed a potential gap between what clients know and what they do when it comes to maintaining their health. Integrate John Hancock Vitality into your discussions to reinforce the link between longer, healthier, better and care planning.

New Annuity-based LTC Solution from Nationwide and Training Requirements

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I’m excited to share that Nationwide launched a new, annuity-based long-term care (LTC) solution, Nationwide CareMatters® Annuity, on October 13, 2025.

Building upon our industry-leading linked-benefit LTC suite1, CareMatters Annuity offers:

  • A streamlined solution to help clients maximize their assets for LTC, while protecting the resources they’ve built for retirement
  • Flexible, cash indemnity LTC benefits – same as all Nationwide CareMatters solutions

I wanted to share the overview of the required training to sell CareMatters Annuity, given there’s annuity and product-specific training, in addition to LTC training.

Please take a look and contact me if you have questions or would like to connect.

Overview of Required Training