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  • Practice Management
    • Practice Management
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    Team members at work.

    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

    FARE helps Black financial professionals thrive

  • Markets and Economy
    • Markets and Economy
    • Capital Market Impact
    • Economic Commentary
    • Daily Economic Commentary
    A professional meets a client.

    Markets stabilize as seasonal headwinds shift to tailwinds

    A client chatting with a professional.

    Break-even math: How much gain is needed to recover from a loss fully?

    A professional checking their mobile device.

    Strong Q3 but higher interest rates may finally begin to bite

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    Two women in a meeting.

    How to use in-plan protected income solutions to improve retirement confidence

    A happy couple having a meeting.

    How to help clients maximize Medicare and Social Security benefits

    A person gardening happily.

    How to discuss 5 common myths about annuities with your clients

  • About the blog
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  • Igniting legacy planning action

    Estate planning is an important process that many clients avoid discussing with their financial planners.

    Client outcomes August 16, 2022
    • client relationships
    • income planning
    • practice management
    • retirement income
  • a happy older couple

    Planning for health care costs at every stage of retirement planning

    Help your clients understand the potential costs associated with health care in retirement and be prepared for whatever comes their way.

    Client outcomes April 15, 2022
    • client relationships
    • health care
    • Long-term care
    • retirement planning
  • illustration of calculator and tax documents

    Personal, estate, and business tax planning strategies for 2022

    Regardless of uncertainty about tax law changes, there are many tried-and-true tax planning strategies that work in any environment.

    Client outcomes February 11, 2022
    • income planning
    • investing strategies
    • retirement planning
    • taxes
  • two men having a conversation in an office

    Look at alternatives to seek income goals

    With risks rising, a 60/40 portfolio may not be able to maintain its run of double-digit returns for much longer.

    Capital Market Impact November 30, 2021
    • investing strategies
    • market commentary
  • a photo of a man smiling

    Legacy and estate planning checklist guide for financial professionals’ clients

    Here are three things for your clients to consider when making an estate and legacy plan.

    Client outcomes October 27, 2021
    • estate planning
    • health care
    • legacy essentials
    • Long-term care
  • illustration of medicare on blue background

    How Medicare impacts a client’s retirement income

    Medicare can be a complex topic. We’re here to help you sort through your options in order to navigate the basics of coverage and enrollment.

    Client outcomes July 14, 2021
    • health care
    • Medicare
    • retirement planning
    • Social Security
  • a happy older couple

    Protecting surviving spouses from a drop in income

    Financial professionals bear a tremendous responsibility to surviving spouses

    Client outcomes May 4, 2021
    • investing strategies
    • retirement planning
    • Social Security
    • taxes
  • illustration of man and woman sitting at a table and talking

    Women can close the financial planning gap with help from advisors

    The pandemic has impacted how women view their financial future.

    Client outcomes February 4, 2021
    • client relationships
    • retirement planning
    • women in retirement
  • A person gardening happily.

    How to discuss 5 common myths about annuities with your clients

    Annuity products are more client-friendly than in the past. In this blog, we’ll dispel some of the most common myths about annuities, and how you can talk to your clients about them.

    Client outcomes August 28, 2023
    • client relationships
    • retirement income
    • retirement planning
  • A man using a tablet device.

    Social Security: Knowledge gaps and funding concerns open the door to deeper discussions

    After ten years of survey results, the importance of working with a trusted financial professional to make social security decisions is clearer than ever.

    Client outcomes August 22, 2023
    • retirement income
    • retirement planning
    • Social Security

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  • Practice Management
    • Practice Management
    • Business Growth
    • Professional Development
    Team members at work.

    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

    FARE helps Black financial professionals thrive

  • Markets and Economy
    • Markets and Economy
    • Capital Market Impact
    • Economic Commentary
    • Daily Economic Commentary
    A professional meets a client.

    Markets stabilize as seasonal headwinds shift to tailwinds

    A client chatting with a professional.

    Break-even math: How much gain is needed to recover from a loss fully?

    A professional checking their mobile device.

    Strong Q3 but higher interest rates may finally begin to bite

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    Two women in a meeting.

    How to use in-plan protected income solutions to improve retirement confidence

    A happy couple having a meeting.

    How to help clients maximize Medicare and Social Security benefits

    A person gardening happily.

    How to discuss 5 common myths about annuities with your clients

  • About the blog
    • Our Contributors
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This material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should work with their financial professional to discuss their specific situation.

Life and annuity products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. The general distributor for variable products is Nationwide Investment Services Corporation, member FINRA. The Nationwide Retirement Institute is a division of NISC. Nationwide Funds distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation, and Nationwide Fund Distributors are separate but affiliated companies.

The Nationwide Group Retirement Series includes unregistered group fixed and variable annuities issued by Nationwide Life Insurance Company. It also includes trust programs and trust services offered by Nationwide Trust Company, a division of Nationwide Bank ®.

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