Content and consultation on key financial subjects, often developed from our own proprietary data.
About Nationwide Retirement Institute Retirement savings & income
Health care costs & longevity
Legacy, estate & wealth transfer
Business growth, protection & transfer
Market & news
About Nationwide Retirement Institute
Our topics
Help clients maximize their retirement dollars.
Plan for the costs of health care in retirement.
Offer clients legacy and special needs strategies.
Beyond personal finances: Help business-owner clients protect their companies.
Share our video with clients
Retirement planning brings together many important considerations, and no two clients approach it the same way.
Explore our topics to find tools and insights you can use in client conversations, and share this brief educational video with clients before, during or after your meetings to help them better understand key retirement planning concepts.
Access to specialists
The Retirement Institute Planning Team provides consultation for financial professionals on retirement topics such as Social Security, Medicare, aging and estate planning, and tax-efficient retirement income.
The Insights & Solutions Field Team is composed of credentialed professionals who deliver live and virtual presentations to financial professionals, clients, plan sponsors and plan participants.
The Advanced Consulting Group specializes in financial and tax-planning strategies for challenging cases. Expertise includes trust and estate planning, employee benefits, advanced strategies using life insurance and annuities, and business succession planning.
Additional resources
The Nationwide Retirement Institute Planning Team can help with strategies, case design and income-planning needs.
Enhance your expertise and earn valuable CE credits by attending our informative webinars.
Visit the blog for timely, relevant expertise on the topics that matter most to financial professionals and their clients.