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Account opening support for RIAs

Our fully licensed registered representatives are dedicated to helping you understand and use fixed and variable annuities. We complete best interest assessments to deliver tailored recommendations to help meet your client’s financial goals.

Making it easier to include annuities

Work with our insurance desk to evaluate, illustrate and incorporate advisory annuities

Open an account

Client needs analysis

Meet with your Nationwide advisory consultant and discuss your client’s needs and review potential solutions.

Annuity review

Work with our team to understand your client’s existing life and annuity products.

Case design

Help identify and recommend appropriate insurance solutions based on your client’s individual situation.

Product recommendation

When an annuity is a potential solution, your client will meet with a licensed Nationwide representative who will work on your behalf and complete a suitability review.

Application process

We’ll prepare the paperwork for you and your client to review and sign (e-signature).

Manage client account

After the contract is issued, you can view client account information, manage the investment portfolio and complete fee-billing from the contract.

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