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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

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  • Two women in a meeting.

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

    In-plan protected income solutions can go a long way toward building retirement confidence.

    Client outcomes September 27, 2023
    • in-plan guarantee
    • retirement planning
  • A team at work

    Personal, estate, and business tax planning strategies for 2023

    Tax season has begun, and it’s not too early to think about planning for the 2023 tax year. While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023.

    Client outcomes March 6, 2023
    • retirement income
    • taxes
  • Happy smiling african american male realtor broker banker talking consulting young married couple. Full length millennial family spouse meeting real estate agent or financial advisor at office.

    Why is Estate and Legacy Planning Important?

    Legacy planning gives financial professionals an opportunity to demonstrate their empathy and build client trust.

    Client outcomes January 27, 2023
    • client relationships
    • legacy planning
    • retirement planning
  • Woman researches long term care in her office.

    The importance of long-term care planning for LGBTQ+ clients

    LGTBQ seniors often have additional concerns and may face additional challenges when planning for safe, high-quality LTC.

    Client outcomes January 5, 2023
    • client relationships
    • lgbtq
    • Long-term care
    • retirement planning
  • Finding the Right Fit for your Client’s Long-term Care Planning

    There are more options than ever to help your client find LTC coverage that fits into their overall financial approach.

    Client outcomes December 29, 2022
    • client relationships
    • health care
    • Long-term care
    • retirement planning
  • Happy senior mother and adult daughter sit relax on couch in living room enjoy leisure time together, smiling middle-aged mom and grownup girl child talk chat rest on sofa on weekend at home

    Turning the tables to make sense of long-term care planning

    Help your clients overcome common hurdles and obstacles when it comes to Long-term Care planning.

    Client outcomes December 8, 2022
    • client relationships
    • Long-term care
    • retirement planning
  • Happy mature businessman attending a meeting with his colleagues in an office. Experienced businessman smiling cheerfully while sitting with his team in a meeting room. Businesspeople working together.

    How financial advisors should approach succession planning

    Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm.

    Business Growth November 29, 2022
    • practice management
  • Military father kissing his daughter who is lying on the sofa covered with blanket.

    Helping veterans and military with financial planning

    There are many financial benefits available to veterans from the U.S. Department of Veterans Affairs (VA).

    Beyond Investing November 10, 2022
    • client relationships
    • military
    • practice management
  • Healthcare professionals discuss paperwork.

    Inflation in health care costs offer planning opportunities

    Financial professionals can provide valuable guidance now to help more people plan ahead for higher health care costs.

    Client outcomes October 26, 2022
    • client relationships
    • health & longevity planning
    • health care
    • inflation
  • 5 Simple Tips for a Retirement Income Plan

    Help your clients feel better about their retirement plan with these 5 simple tips to get prepared for the future.

    Client outcomes August 24, 2022
    • income planning
    • retirement planning
    • Social Security

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Navigation

  • 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.

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