Our advisory solutions pay $0 commissions and are designed for RIAs, fee-based registered reps and their clients.
Products
Solutions for all stages of your client’s financial life cycle
We understand that each investor’s journey is unique. Our advisory annuity solutions are designed to support your clients at every phase of their financial life cycle. Whether they’re planning for retirement, seeking to grow wealth or looking to secure a steady income stream, our tailored products provide the flexibility and security they need to achieve their financial goals.
Accumulation
Building and protecting wealth
The more your clients accumulate, the more financial independence they can typically look forward to in retirement. Nationwide's low-cost advisory solutions offer tax-advantaged growth potential and protection from market volatility. Plus, they can help clients increase their tax deferral beyond the limits of traditional retirement accounts.
Potential solutions for this phase:
- Monument Advisor®
- Monument Advisor Select® and Monument Advisor Select® New York
- Nationwide Advisory Retirement Income Annuity® (NARIA®)
- Nationwide Advisory Retirement Income Annuity® New York (NARIA®)
- Nationwide Secure Growth® Direct
- Fixed indexed annuities
- Nationwide® Advisory Variable Universal Life
Income
Preparing for and living in retirement
As clients enter their later years, the amount of income available to them largely determines the quality of life they can expect. Nationwide's solutions give them access to retirement income, help them manage longevity risk and enable them to plan for long-term care expenses.
Potential solutions for this phase:
Legacy
Transferring wealth to future generations
At a certain point in their lives, clients often turn their attention to the needs of those who will follow them. Nationwide's advisory solutions can help solve wealth transfer problems while protecting clients' assets from the burden of taxes and the consequences of volatile markets.
Potential solutions for this phase:
Is your client’s annuity meeting their current needs?
If your client owns an annuity, Nationwide® would like to help you understand all of the features and benefits that it provides, regardless of whether it’s a Nationwide annuity. Our annuity analysis will help you review their current contract so that you can assess whether it still meets their objectives.
Our complimentary annuity analysis includes:
Contract analysis1 + Fee comparison2 + Consultation
[1] The contract analysis is completed using Morningstar's Annuity Intelligence Data.
[2] The fee comparison is done using Nationwide's Variable Annuity Fee Comparison Tool; annuity fees are provided by Morningstar.