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.
Important information
1 “The Language of the Investor Survey,” Luntz Global, December 2018
2 This link will forward you to a third-party website. Transamerica does not endorse, recommend, approve, or accept responsibility for any linked sites or their content. Nor do such links imply any affiliation between Transamerica with such third parties unless otherwise stated. Transamerica has no control over, and has not been involved with, the preparation of any content on such site nor should it be viewed as an investment recommendation of any product or service. You use or follow these links at your own risk and Transamerica is not responsible for any damages or losses incurred or suffered by you arising out of or in connection with your use of the link. Users are responsible to take necessary precautions to ensure appropriate safety from viruses, worms, Trojan horses and other potentially destructive malware.
3 “Surprising Out-of-Pocket Costs for Caregivers,” AARP, 2019
4 Transamerica is a proud sponsor of the MIT AgeLab.