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.

[1] The Nationwide Wholesaler is a registered representative of Nationwide Investment Services Corporation.
[2] 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.
[3] The RIA does not receive any compensation for referring their client to Nationwide or any of its affiliates.
[4] 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.


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