Account opening support for RIAs
Making it easier to include annuities
Client needs analysis
Meet with your Nationwide advisory consultant and discuss your client’s needs and review potential solutions.
Annuity review
Work with our team to understand your client’s existing life and annuity products.
Case design
Help identify and recommend appropriate insurance solutions based on your client’s individual situation.
Product recommendation
When an annuity is a potential solution, your client will meet with a licensed Nationwide representative who will work on your behalf and complete a suitability review.
Application process
We’ll prepare the paperwork for you and your client to review and sign (e-signature).
Manage client account
After the contract is issued, you can view client account information, manage the investment portfolio and complete fee-billing from the contract.