Upload files
Log in

Annuity tools

Nationwide offers these annuity tools to support you throughout the entire sales and servicing process, helping you meet your clients’ needs. Tools listed may be accessed through NationwideFinancial.com.

See all annuity tools

Tools to help you sell

We provide these pre-sale annuity tools to help you find the best product to fit each client’s unique needs.
Give your clients a comprehensive look at the features and potential benefits of annuities before they buy. Review basic product information, potential benefits details, hypothetical account values and income withdrawal scenarios, account maintenance fees and more.
Use this tool to look at currently offered strategies and see how they would have performed in various past market environments, including the 2008 financial crisis. You'll also get access to additional Nationwide Defined Protection Annuity materials.

Tools to help your client succeed

We provide these client-servicing annuity tools to help you take care of your clients and their accounts as they prepare for and live in retirement.
Show your clients how account balances may differ at retirement-comparing an employer-sponsored retirement plan to another taxable investment.

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.