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Nationwide Advisory Income
A single premium immediate annuity that provides guaranteed retirement income your clients can depend on throughout their retirement.
Guaranteed income
The closer to retirement individuals are, the more their perspectives change.
- 80% of consumers want their retirement savings to be invested in safer investments1
- 97% say having guaranteed lifetime income in addition to Social Security is valuable1
Risk management
Adding guaranteed lifetime income to your client’s income plan creates a reliable income source that helps manage risks such as:
- Market risk
- Income risk
- Longevity risk
- Inflation risks
Client needs
- Desire highest amount of guaranteed income
- Concerned about market and income risk
- Reliable income to help plan and manage budget
- Concerned about longevity
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Take pressure off your client’s investment portfolio by incorporating guaranteed retirement income.
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
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 analysis2
- Fee comparison3
- Consultation
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[1] “Protected Retirement Income and Planning (PRIP) Study, “ Alliance for Lifetime Income (2023)
[2] Analysis completed using Morningstar’s Annuity Intelligence Data
[3] Fee comparison done using Nationwide’s Variable Annuity Fee Comparison too; annuity fees are provided by Morningstar
Annuities have limitations. They are long-term vehicles designed for retirement purposes. They are not intended to replace emergency funds, to be used as income for day-to-day expenses, or to fund short-term savings goals. Investing involves risk.
Fixed income annuities may be appropriate for individuals who want guaranteed interest rates and the potential for lifetime income. Guarantees are subject to the claims-paying ability of the issuing insurance company. If you take withdrawals before you’re age 59½, you may have to pay a 10% early withdrawal federal tax penalty in addition to ordinary income taxes. During the liquidity period, withdrawals may reduce the income benefit payments or the refund death benefit.
Nationwide Advisory Income is a service mark of Nationwide Mutual Insurance Company. ® 2024