The Nationwide® RIA Referral Process
Nationwide is making it simpler for Registered Investment Advisors (RIAs) without an insurance license to make annuities and life insurance solutions available to your clients.
 The Nationwide Wholesaler is a registered representative of Nationwide Investment Services Corporation.
 Nationwide Securities LLC is our retail broker/dealer. The representative is also licensed with our affiliated insurance agency, Nationwide Financial General Agency, and appointed with our life insurance companies.
 The RIA does not receive any compensation for referring their client to Nationwide or any of its affiliates.
 DocuSign is the technology that will be used for the client’s electronic signature. If electronic signature is not a viable option, other methods can be used to complete the application process.