Our short quiz assesses your comfort level with the skills needed to take on a trusted role in legacy planning.

This in-depth white paper examines that nuances of trust. Your empathy can increase the “affective trust” clients have in you.

Initiating a legacy planning conversation with clients can be tricky. This document suggests approaches for breaking through.

This two-page document explains the opportunity to move beyond transactional relationships to play a more significant role with clients.

Gain insights into how differing perspectives and biases may hamper our ability to truly connect with clients.

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Contact your wholesaler or the Retirement Institute Planning Team at 1-877-245-0763 or IPLNDESK@nationwide.com