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Working with us as an RIA

We’re custom built to serve registered investment advisors. If you’re considering expanding your assets under management to include insurance solutions, we’re here to help you. And it’s our job to make that easy for you and your clients.

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Licensed or not, we can help

Many RIAs do not hold the required licenses to offer annuities and life insurance solutions directly to their clients. We’ve built an RIA Insurance Desk team of licensed representatives who can help add insurance solutions to your client’s portfolio using our digital account opening process.

Account opening

Work with Nationwide’s insurance desk to evaluate, illustrate and incorporate advisory annuities into your client’s portfolio.

Open account

Technology integration

You don’t have to change the way you work to do business with us. We integrate with the technology platforms you use most.

See integrations

Fee-billing1

Your advisory fee can be easily debited from the annuity. You have multiple ways to manage how and when it is received.

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Lower cost solutions

Delivering low cost annuities that provide client value is our focus.

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Investment choice

You have access to a wide range of investment options from a broad set of fund managers. You can build investment models that mirror your existing retail investments.

Check out funds

Access to expertise

Nationwide’s Advanced Consulting Group will work with you to help solve your client’s complex estate, retirement or business planning needs.

Request meeting

Register and see all we have to offer

We’ve built a platform that is designed to help make it easy for you to business. We integrate with the fintech platforms you’re working with already and have a dynamic investment platform that allows you to build and manage models or individual accounts, as well as service your client’s account including fee-billing.

Register now

We make account management simple

Our account management platform makes it simple for you to manage your clients’ investments. We built a platform that allows you to take advantage of our open architecture platform to build individualized investment strategies or models and then monitor the portfolios and make adjustments including re-balancing.  

Watch these videos to learn more about our client management platform. Login required.

Watch tutorial videos

Experienced advisory consultants dedicated to supporting you

We’ve built expertise within our advisory consulting team. They can help you understand industry trends and how our advisory solutions can help protect your client. And when your client has a need that one of our solutions can help solve, they’ll guide you through the account opening process. 

Business practices and compliance

Who you work with says a lot about who you are and what you believe in. We pride ourselves on managing our associates, the policies and procedures we implement and how we manage our business in the highest regard. Learn more about our Business Practices and Compliance Guidelines.

[1] May not apply to all annuities offered