Resources

Give yourself a clearer view of the retirement your client wants. Our interactive quiz helps you quickly uncover their priorities so you can discuss how to help fund and protect their future.

Our tool helps you analyze and present your clients' Social Security options, including personalized filing strategies and break-even and cash flow analyses.

Create an estimate of long-term care costs that compares locations and years.

Provide your clients with a personalized estimate of their retirement long-term care (LTC) costs.

Learn about our anti-money laundering program and what is required of an insurance provider.

Access these materials regarding the best interest of the customer when recommending any annuity or life insurance policy delivered or issued in New York.

See some of the major revisions to the Suitability in Annuity Transactions Model Regulation, including the incorporation of a best-interest standard of care obligation for financial professionals.

Check state deadlines for completing National Association of Insurance Commissioners (NAIC) suitability and annuity transactions training.

The objective of this Business Practices and Compliance Guide is to establish policies designed to achieve compliance with rules and regulations and to detect and prevent violations of those rules and regulations and the internal policies and procedures of Nationwide. The policies and procedures in this guide govern the activities of insurance professionals.

There's no question that New York Regulation 60 can be complex, but it doesn't have to be. At Nationwide, we've simplified and organized the information, so you can simply review this guide and focus on just what you need to know.