Our resources can help your clients plan for sustainable retirement income.

  • Saving for retirement
  • Retirement income planning
  • Retirement headwinds
  • Social Security optimization
  • Tax efficiency
  • Diverse markets

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Our offerings can help your clients make decisions about covering health care and long-term care costs.

  • Planning for health care costs
  • Medicare planning
  • Health Savings Accounts
  • Long-term care planning
  • Diverse markets

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Our materials can help you prepare to help your clients with legacy, estate and wealth transfer issues.

  • Estate planning
  • Working with aging clients
  • Business solutions and succession
  • Land As Your Legacy®
  • Diverse markets

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For the overwhelming majority of Americans, wealth transfer needs to focus on planning for the costs of long-term care.


While discussing how to manage the cost of health care in retirement can be difficult, a financial professional can play a major role in educating and guiding a client now and in retirement to help them achieve their goals and desired lifestyle.


Annuities can be a tool a trustee uses to manage multiple risks through their multiple product features.


 The Nationwide Retirement Institute Planning Team can help with strategies, case design and income-planning needs.

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