Guiding clients through end-of-life decisions isn't easy. Building trust with clients is key, and our materials can help you better understand the emotional aspects of this stage of life.
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About Nationwide Retirement Institute
Build client relationships with empathy
Our short quiz assesses your comfort level with the skills needed to take on a trusted role in legacy planning.
Learn why a financial professional's elevation to trusted partner can be significant and even life-changing for the client.
Gain insights into how differing perspectives and biases may hamper our ability to truly connect with clients.
Ask these open-ended questions to start the conversation about legacy planning.
Discover the intricate dynamics of trust and the benefits of cultivating empathy in this essential guide.
Learn more
Review videos that dig into this and other topics related to legacy, estate and wealth transfer.
Get more support
Contact your wholesaler or the Retirement Institute Planning Team at 1-877-245-0763 or IPLNDESK@nationwide.com