Our financial solutions

Solutions for all stages of client’s financial lifecycle

We understand that each investor’s journey is unique. Our advisory annuity solutions are designed to support your clients at every phase of their financial lifecycle. Whether they’re planning for retirement, seeking to grow wealth, or looking to secure a steady income stream, our tailored products provide the flexibility and security they need to achieve their financial goals.

Accumulation

Building and protecting wealth

The more your clients accumulate, the more financial independence they can typically look forward to in retirement. Nationwide's low-cost annuities offer tax-advantaged growth potential and protection from market volatility. Plus, they can help clients increase their tax deferral beyond the limits of traditional retirement accounts.

Potential solutions for this phase:

Income

Preparing for and living in retirement

As clients enter their later years, the amount of income available to them largely determines the quality of life they can expect. Nationwide's annuities give them access to guaranteed income, help them manage longevity risk and enable them to plan for long-term care expenses.

Potential solutions for this phase:

Legacy

Transferring wealth to future generations

At a certain point in their lives, clients often turn their attention to the needs of those who will follow them. Nationwide's annuities can help solve wealth transfer problems while protecting client’s assets from the burden of taxes and the consequences of volatile markets.

Potential solutions for this phase:

Dedicated advisory consultants to help you incorporate protection solutions

Our advisory consultants will work with you to help you understand our financial solutions and how you can integrate them as a strategic asset within a holistic financial plan

Meet your advisory consultant

Is your client’s annuity meeting their current needs?

If your clients own an annuity, Nationwide would like to help you understand all of the features and benefits that it provides, regardless of whether or not it’s a Nationwide annuity. We offer a complimentary annuity analysis that will help you review their current contract so that you can assess if it still meets their objectives.

Our annuity analysis includes:

  • Contract analysis1
  • Fee comparison2
  • Consultation

Request an analysis

[1] Analysis completed using Morningstar’s Annuity Intelligence Data

[2] Fee comparison done using Nationwide’s Variable Annuity Fee Comparison too; annuity fees are provided by Morningstar