Proprietary and Confidential

The Economic Downturnand its Impact onFamily Caregiving

ASA/NCOANational Alliance for Caregiving

Coalition MeetingMonday, March 15, 2010

Presented by: Sherri Snelling – Evercare, UnitedHealthcare

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About Evercare

• Part of UnitedHealth Group serving 70 million individuals

• 1 in 5 Medicare beneficiaries choose UnitedHealthcare

• Evercare serves special needs populations:– Older Americans (nursing home, ASF)– Hospice– Family Caregivers

• One of the largest and most honored care coordination programs– Reduce hospitalizations (45%) and Emergency Room visits (50%) for nursing home

residents– 98% family satisfaction in independent survey on nursing home care– Recognized as innovative care coordination model

• Robert Wood Johnson Foundation national study

• Institute of Medicine report “Retooling for an Aging America”

• American Geriatrics Society Foundation for Health in Aging (FHA) Impact Award

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Caregiving in the U.S. Snapshot

• 65.7 million family caregivers

• 43.5 million caring for loved one age 50+

• 73% of family caregivers are working full or part-time

• 29% of caregivers live with their care recipient

Typical Profile:48- to 50-year-old

Baby Boomer woman who is working and caring for her 77-year-old mother

All statistics: 2009 NAC/MetLife/AARP Study “Caregiving in the U.S.”

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Caregiver Health Risks

• Stress is #1 problem

• 91% reported suffering from depression

• Extreme fatigue, poor eating and exercise habits

• 72% ignore their own doctor appointments

85% of “caregivers in decline”

are women

All statistics: 2006 Evercare/NAC Study of “Caregivers in Decline”

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2007 Look at the Cost of Caregiving

• 50% of those caring for someone over age 50 spend on average 10% of their annual income ($5,531 annually)

• Heavier burden on low-income families

• 38% stopped saving

• 34% used current savings to cover costs

• 23% gave up their own health care needs and related costs

All statistics: 2007 Evercare/NAC Study of “Family Caregivers – What They Spend, What They Sacrifice”

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2009 Survey Objectives

• Impact to Job Situation

• Impact on Care-related Spending

• Impact on Living Situation

• Impact on Caregivers’ Emotional State

• Impact on Quality and Quantity of Care

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Survey Methodology

LOS ANGELES

HOUSTONMIAMI

Telephone Omnibus Survey• 12 questions• 1,005 respondents• February 25 – March 19, 2009

Screening qualifying questions: 1. Had to provide care for loved one age 18 or over in last 12 months

2. Had to perform at least one ADL

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Respondent Profile

• 54% female and 46% male• Average age was 44.6 years• 61% perform at least 1 ADL• 39% performed IADLs only• 38% had at least 1 child in the

household; 60% had no children living at home

• 59% employed full or part time• 45% had less than a $50,000

household income• 66% White Non-Hispanic;

13% Black Non-Hispanic; 16% Hispanic; 5% Other or Refused

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Key Findings

• Job Situation

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Key Findings

• Spending and Sacrificing

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Key Findings

• Living Situation– 21% reported moving into

the same household as their care recipient in the last 12 months

– 10% reported not being able to place loved one in nursing home as planned

– 9% have had trouble selling their care recipient’s home as planned

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Key Findings

• Emotional Impact– Half of all respondents

reported more stress about their caregiving situation since the recession began

– Caregivers under age 65 were much more likely than older caregivers to report more stress since the economic downturn (54% v 31%)

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Key Findings

• Quality and Quantity of Care– 2 out of 10 report decline in quality of care they are able to

provide– 14% report they have had to decrease their caregiving hours– 1 in 3 caregivers (36%) report that government agencies or non-

profits are less able to provide services since economy has declined

– 1 in 4 report that services or outside help with their loved one has been cut back

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For more information about Evercare:www.AboutEvercare.com

For more information about the National Alliance for Caregiving:www.caregiving.org

©2009 United HealthCare Services, Inc.