The Insights & Solutions Field Team has more than 100 years of combined experience in financial sales and sales management. They deliver thousands of presentations annually to financial professionals, clients, retirement plan sponsors and participants. 

These highly credentialed team members also speak at industry and broker dealer conferences, delivering deeply engaging and informative content. They break down and simplify complex retirement planning challenges to help you prepare your clients for better retirement outcomes.

In-person and virtual presentations

Incorporating insights from proprietary annual surveys with governmental data, this team captures client attitudes and priorities to deliver informative financial professional presentations, including continuing education (CE) content to meet state insurance and designation credit hours.

Public-facing presentations cover topics such as Social Security, health care costs, long-term care, tax efficiency and legacy planning. They are designed to spark timely conversations and motivate participants and clients to act on these important retirement issues.

A range of resources for you and your clients

Timely insights and education

Client-ready tools

Main-stage presentations, client seminars, CE courses and online webinars

Nationwide and its representatives do not give legal or tax advice. An attorney or tax advisor should be consulted for answers to specific questions.
Enroll in our CE offerings here.
Want to know more? Contact your Nationwide Life, Annuity, or Retirement plan wholesaler to discuss how the Insights & Solutions Field Team can work with you to deliver timely content to your clients.