We’re custom built to serve registered investment advisors. 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 an RIA
Licensed or not, we can help
Many RIAs do not hold the required licenses to offer annuities and life insurance solutions directly to their clients. We’ve built an RIA Insurance Desk team of licensed representatives who can help add insurance solutions to your client’s portfolio using our digital account opening process.
Account opening
Work with Nationwide’s insurance desk to evaluate, illustrate and incorporate advisory annuities into your client’s portfolio.
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.
Fee-billing1
Your advisory fee can be easily debited from the annuity. You have multiple ways to manage how and when it is received.
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.
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.
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] May not apply to all annuities offered