Navigating the role of a caretaker can bring unexpected challenges. We have resources to share with your clients to help educate and prepare them for the journey ahead.
Individual caregivers spend $7,400 of their own money each year to provide care for loved ones.3 Help clients create a budget that includes saving for retirement and potential caregiver costs. Use our budgeting worksheet.
Preparation can empower caregivers to be proactive versus reactive, and allow them to help loved ones be better prepared as well.
For additional support material and a presentation, reach out to your Transamerica representative.
1 “The Language of the Investor Survey,” Luntz Global, December 2018
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3 “Surprising Out-of-Pocket Costs for Caregivers,” AARP, 2019
4 Transamerica is a proud sponsor of the MIT AgeLab.