Nationwide | Brokerage General Agency

Sales Resources

Nationwide’s sales ideas offer your producers creative solutions to their clients’ needs.

Sales ideas by concept

Wealth transfer

For insurance professional use only

Wealth transfer with the long-term care rider (PDF)
Transferring an annuity’s death benefit to meet changing client needs (PDF)
Don’t let your clients give it away — using life insurance to transfer unneeded retirement assets (PDF)
Show clients a better way — weather transfer with Nationwide YourLife Single Premium UL (PDF)

Estate planning

Client approved

Planning the second time around — multiple marriages (PDF)

Long-term care needs

For insurance professional use only

Give buy/sell insurance a lifeline — buy/sell insurance with the Nationwide long-term care rider (PDF)
Give key person insurance a lifeline — key person insurance with the Nationwide long-term care rider (PDF)
Long-term care vital statistics (PDF) — Statistics on the need for long-term care and its costs, along with rider details
Help clients leave a legacy — combining the Nationwide long-term care rider with an ILIT (PDF)
Wealth transfer with the long-term care rider

Client approved

Greater control, simplicity and flexibility — all from one little rider (PDF) — Compares the characteristics of an indemnity-style long-term care rider like Nationwide’s with those of reimbursement-style policies and riders
There’s more to life insurance than you think (PDF) — Covers the need for long-term care protection and how the Nationwide long-term care rider can help
There’s more to life insurance than you think (New York Version) (PDF) — Covers the need for long-term care protection and how the Nationwide long-term care rider can help

Small business planning

For insurance professional use only

Protection needs

For insurance professional use only

Client approved

Imagine how your family will feel when you’re gone — burial insurance (PDF)
For what a few toys would cost, you can give a child a big advantage in life — juvenile insurance (PDF, whole life)
Cover your final expenses with life insurance (PDF) (whole life)
You have the power to protect your family (PDF) (whole life)
Multitask with life insurance — family protection plus an opportunity for tax-deferred growth (PDF)

Sales ideas by product

As you consider life insurance for yourself or for the end client, remember that as personal situations change, so will life insurance needs. These features work now, but may not in the future. So make sure long-term goals and objectives are considered in making your decision.

For insurance professional use only — not for distribution with the public.

Life insurance is issued by Nationwide Life Insurance Company and Nationwide Life and Annuity Insurance Company, Columbus, Ohio.

Nationwide, the Nationwide framemark, On Your Side and Nationwide YourLife are service marks of Nationwide Mutual Insurance Company.

NFW-2533AO.6