We’re custom built to serve fee-based registered representatives. If you’re considering expanding your assets under management to include insurance solutions, we’re here to help you. And it’s our job to make that easy for you and your clients.
Working with us as a broker-dealer registered representative
Delivering a holistic advisor experience is our priority
Since 2005, we’ve led the way helping fee-based registered representatives incorporate advisory annuities into their clients’ investment strategies. And over that time, we’ve gained more experience and knowledge about what’s important to you and your clients.
Lower cost solutions
Delivering low cost annuities that provide client value is our focus.
Investment choice
You have access to a wide range of investment options from a broad set of fund managers. You can build investment models that mirror your existing retail investments.
Fee-billing1
Your advisory fee can be easily debited from the annuity. You have multiple ways to manage how and when it is received.
Technology integration
You don’t have to change the way you work to do business with us. We integrate with the technology platforms you use most.
Investment tools
A broad set of tools that allow you to run annuity comparisons, illustrate scenarios and generate client proposals.
Access to expertise
Nationwide’s Advanced Consulting Group will work with you to help solve your client’s complex estate, retirement or business planning needs.
We make account management simple
Our account management platform makes it simple for you to manage your clients’ investments. We built a platform that allows you to take advantage of our open architecture platform to build individualized investment strategies or models and then monitor the portfolios and make adjustments including re-balancing.
Watch these videos to learn more about our client management platform. Login required.
Our business practices and compliance
Who you work with says a lot about who you are and what you believe in. We pride ourselves on managing our associates, the policies and procedures we implement and how we manage our business in the highest regard. Learn more about our Business Practices and Compliance Guidelines.
[1] Firm and annuity product restrictions may apply