Investment Needs

Fee-based investing solutions designed for RIAs and fee-based advisors help your clients meet their retirement goals, in all of life's stages.

Accumulation

Accumulation Fact

8 in 10 (79%) of advisors say they are adapting their approach to tax-advantaged investing.

Source: 2018 Advisor Authority Study

Accumulation Fact

Saving enough for retirement is top concern of Gen X investors in their prime earning years.

Source: 2016 Advisor Authority Study

Accumulation

Improving investment performance during the accumulation stage demands that you focus on the variables you can control: expenses, tax treatment, and risk management.

Nationwide Advisory Solutions provides low-cost products for clients who need to maximize tax deferral, manage volatility, and replace existing annuities that may be too costly to benefit from the compounding power of tax deferral.

  • Tax Deferral

    See which of our solutions work for your clients who need MORE tax deferral.

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  • Annuity Exchange

    Identify which of your clients may improve investing outcomes with a tax-free 1035 exchange.

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Income Fact

According to the Insured Retirement Institute, over half of Baby Boomers are or will be living off of and relying solely on their Social Security benefits!

Income Fact

10,000 Baby Boomers are retiring every day.

Income

As Americans live longer, the need to manage longevity risk and plan for long-term care expenses grows.

Our solutions may help create income streams for clients who seek income generation to meet goals, and may require the flexibility to make unscheduled withdrawals when life throws a curve ball.

  • Retirement Income

    Learn how our retirement income solutions help your clients turn investments into a regular paycheck.

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Legacy

Legacy Fact

$30 Trillion is projected to be passed from Boomers to Millennials.

Source: Accenture

Legacy Fact

In 2031, roughly 10% of all wealth will turn over every five years.

Source: Accenture

Legacy

For high net worth clients and families looking to transfer wealth, poor planning, volatile markets, and taxes can compromise a legacy.

Our low-cost solutions can help protect principal and solve wealth transfer problems to heirs and charities.

  • Legacy Planning

    Learn how your clients can have greater control over how their wealth is transferred.

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