Our topics

Clients of all ages are saving and investing so they will be financially secure in retirement. The Nationwide Retirement Institute has developed comprehensive programs aligned with the 3 stressors that weigh on clients most: finances, health and family.

Retirement savings and income

Our tips, education and resources can help you simplify the steps your clients can take to optimize and help protect their retirement income, in spite of the many headwinds they’re likely to face.

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Health care costs and longevity

Our offerings can help clients make aging-related decisions, such as covering health care and long-term care costs.

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Legacy, estate and wealth transfer

Our materials can prepare you to help clients with deciding how to pass assets on to loved ones and important causes.

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Our focus on diverse markets

Nationwide provides materials and research for financial professionals on a wide variety of consumer segments.

Our materials address considerations for:
Asian consumers | Black consumers | Hispanic consumers | LGBTQ+ consumers | Rural consumers | Women & Retirement

Our services

One-on-one consultation

The Retirement Institute Planning Team provides consultation for financial professionals on retirement topics such as Social Security, Medicare, aging and estate planning, and tax-efficient retirement income.

CE and client education

The Insights & Solutions Field Team is composed of credentialed professionals who deliver live and virtual presentations to financial professionals, clients, plan sponsors and plan participants.

Complex case consultation

The Advanced Consulting Group specializes in financial and tax-planning strategies for challenging cases. Their expertise includes trust and estate planning, employee benefits, advanced strategies using life insurance and annuities, and business succession planning.

Featured content

For the overwhelming majority of Americans, wealth transfer needs to focus on planning for the costs of long-term care.

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While discussing how to manage the cost of health care in retirement can be difficult, a financial professional can play a major role in educating and guiding a client now and in retirement to help them achieve their goals and desired lifestyle.

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Annuities can be a tool a trustee uses to manage multiple risks through their multiple product features.

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 Schedule a consultation

The Nationwide Retirement Institute Planning Team can help with strategies, case design and income-planning needs.

Continuing education (CE)

Enhance your expertise and earn valuable CE credits by attending our informative webinars.

 The Advisor Advocate®

Visit the blog for timely, relevant expertise on the topics that matter most to financial professionals and their clients.

Nationwide and its representatives do not give legal or tax advice. An attorney or tax advisor should be consulted for answers to specific questions.