Tools to help you sell

Answer six important questions in the Asset Allocation Tool to learn about your risk tolerance and investment style.

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Use the college funding tool to help you estimate how much your clients may need for college expenses.

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Tax deferral can have a dramatic effect on the growth of an investment. Use this calculator to determine the future value of a fixed interest investment being subject to income tax each year versus deferring the tax until withdrawal.

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This calculator helps to set hypothetical goals, taking into account factors such as a client's retirement savings, pension and Social Security income.

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 See all pre-sale investment tools

We provide these tools and calculators for informational and educational purposes only. They do not provide investment advice. Contact the Solutions Center at 1-800-321-6064. For Edward Jones policies, please call 1-844-867-8160.

Nationwide and its representatives do not give legal or tax advice. An attorney or tax advisor should be consulted for answers to specific questions.