As a financial professional, you’re always honing your craft and keeping a finger on the economy’s rapid pulse. Discover the latest news, opinions and educational resources from Nationwide Financial to help you manage your practice.
It’s no secret that Medicare planning is complicated and often one that is saved for the last minute. That is why it is so important for your clients to understand this process prior to making their enrollment decisions.
Nationwide Financial President, John Carter recently hosted a conversation with members of the Alliance, including Kristi Rodriguez, Senior Vice President of the Nationwide Retirement Institute, Wes Thompson, President of M Financial, and Dr. Elwood Robinson, Chancellor of Winston Salem State University. In this discussion, the group addresses topics such as opportunities for the industry to become more inclusive, the Alliance’s approach to addressing this opportunity and why Black students should consider a financial services career path.
John Carter, President of Nationwide Financial, shares how we delivered profitable business results in a challenging year and why we’re committed to our key lines of business in the years to come.
What a year it’s been! A global pandemic, social unrest, and a contentious election have underscored a truly volatile, uncertain, complex, and ambiguous year. As I look back on this year, I began to think about the lessons that I’ve learned and how they have the potential to impact my professional growth in the year ahead.
With the holiday season now upon us, we see people becoming more benevolent and willing to give of their time, resources and energy to charitable organizations. As you enjoy this time of year, consider the many ways you can give back to help others around you as a financial professional.
When we look at the financial services industry, change is happening at a rapid rate. The impact of new tax laws, the ever-increasing competition for dollars, technology, and the perspective that millennials bring, are just a few of the changes that require financial professionals to increase their change agility muscle.
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