Business owners

Economic outlook

Discover what's on the minds of business owners in today's economy and learn about the guidance they are looking for from their financial professional.
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J.J. Pérez, President of Corporate Solutions and Kathy Bostjancic, SVP and Chief Economist discuss economic pressures for business owners.

Download the podcast episode for Pérez and Bostjancic’s insights on:

  • The general view of the economy held by business owners
  • The labor market and the ongoing value of strong employee benefits
  • The importance of succession planning
  • Business owners’ access to capital
  • Economic outlook on interest rates

Insights

Access insights from our proprietary survey as well as meaningful information to help your clients manage risk in today’s economy and into the future.
Review the results of our recent study on how business owners are responding to current challenges and planning for future risks.
Get a head start on planning with our informal business valuation service.
If you’re thinking about developing a succession plan for your business, there is quite a lot to consider. We developed this checklist for you to use as a guide during your planning sessions with your advisor.
For clients
Learn more about the value you can provide with a business succession plan. We have the resources to help you.
With benefits playing a larger role than ever in what people value when taking a role, it makes good business sense to have a robust benefits package that adds value to an employee’s compensation.
The Advanced Consulting Group, powered by Nationwide Retirement Institute®, created this client-approved white paper suite around business planning needs to help with even your most complex cases.
If you are a small-business owner who is considering offering a tax-deferred retirement plan for yourself and your employees, several options are available to you depending on your specific situation.
For clients
Supplemental coverage options can really enhance your clients’ suite of employee benefits.
Partnering with a specialty risk manager to deliver your client’s self-funded health plan can help save money, mitigate financial risk and customize the plan to fit a company’s specific benefit needs.
A new phase of the business cycle requires a new approach to reward employees and improve retention.
A catastrophic employee medical claim could result in a huge liability for an employer. Medical stop loss insurance can provide the peace of mind your business clients are looking for.
Understand potential business risks to create a plan to protect your business, your family and your employees.
For clients
Need more information?
Contact us at CorpSol@nationwide.com.