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  • Resources

    • Tools for financial professionals

    Tools to help you sell

    We provide these pre-sale tools to help you find the best product to fit each client’s unique needs.

    Use iPipeline to complete applications electronically, get quotes and analyze client needs.
    Our tool helps you analyze and present your clients' Social Security options, including personalized filing strategies and break-even and cash flow analyses.

    Tools to help your client succeed

    We provide these client-servicing tools to help you take care of your clients and their accounts as they prepare for and live in retirement.
    Answer six important questions in the Asset Allocation Tool to learn about your risk tolerance and investment style.

    Tools by product

    We provide these tools and calculators for informational and educational purposes only. They do not provide investment advice. Contact the Solutions Center at 1-800-321-6064. For Edward Jones policies, please call 1-844-867-8160.

    Nationwide and its representatives do not give legal or tax advice. An attorney or tax advisor should be consulted for answers to specific questions.