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Help your clients meet their retirement goals in all of life's stages.
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Advisor Authority
Advisor Authority 2017 Chapter 4: Moving the Needle - Targeting Generation X
12/11/2017
Generation X investors are a vital target for RIAs and fee-based advisors’ success. These investors are in their prime earning years and poised to inherit upwards of $30 trillion in the Great Wealth Transfer. In this latest Advisor Authority Special Report, we will help you better understand the unique priorities, preferences, and concerns.
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Exchange your annuity to Monument Advisor
04/17/2018
Some traditional variable annuities can drag down investment performance. Fortunately, you can exchange your legacy annuity for a low-cost, investment-only VA.
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Maximizing Tax Deferral with Monument Advisor
04/19/2018
The key to tax-smart investing is finding a low-cost vehicle with enough underlying funds to replicate your strategies from taxable accounts.
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The Stretch
04/18/2018
Advisor Jorge Padilla works closely with clients on their estate plans. Without an effective plan for the transfer of wealth, his clients’ heirs may be subjected to a number of factors that can negatively impact the value of the legacy which they have worked hard to build. To give his clients more control over their legacies, learn how Mr. Padilla leveraged the Stretch Payout Option available at Nationwide advisory solutions.
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Blog
Business Practices and Compliance
07/10/2020
This guide is a resource that provides guidance to Insurance Professionals, firms and back office representatives to ensure compliance with Nationwide Life Companies policies and best practices.
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Client Financial Lifecycle
04/17/2020
Addressing every phase of the Client Financial Lifecycle.
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Advisor Authority 2019 Chapter 3: Millennials and Generation X | Targeting the Emerging Market of New Investors
02/20/2020
Chapter 3
Millennials and Generation X: Targeting the Emerging Market of New Investors
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