The Nationwide Retirement Institute® offers access to planning tools and consultative support through our 3 specialized teams. They can help you solve complex retirement issues and clarify advanced planning scenarios as you work with your clients.
This team of credentialed professionals delivers thousands of presentations annually to financial professionals, clients, plan sponsors and plan participants. From main stage messages and client seminars to CE courses and online webinars, this group helps break down and simplify complex retirement planning challenges to help you prepare your clients for a better future.
Retirement Institute Planning Team
This group provides consultation for financial professionals on retirement topics such as Social Security, Medicare, health care costs and tax-efficient retirement income. The Planning team can supply client-facing materials and help guide you through our tools that deliver personalized analysis and suggestions. Team members are available by phone or by booking an appointment that fits your schedule.
Complex case consultation
Our JDs, CPAs and other financial services professionals focus on complex financial and tax-planning strategies for the most challenging client cases. This group specializes in planning around annuities, IRAs, life insurance, long-term care and retirement plans. Together with the Land As Your Legacy® and Your Business, Your Legacy programs, the Advanced Consulting Group can determine the best solutions to help meet clients' needs.
This information is general in nature and is not intended to be tax, legal, accounting or other professional advice. The information provided is based on current laws, which are subject to change at any time, and has not been endorsed by any government agency.
Federal income tax laws are complex and subject to change. The information in this webpage is based on current interpretations of the law and is not guaranteed. Neither the company nor its agents or representatives give legal or tax advice. You should consult your attorney or tax adviser for answers to your specific tax questions.