The Nationwide Retirement Institute®
Our topics
Retirement savings and income
Our resources can help your clients plan for sustainable retirement income.
- Social Security optimization
- Tax-efficient retirement income
- Total retirement income planning
Health care costs and longevity
Our offerings can help your clients make decisions about covering health care costs and other considerations of aging, such as long-term care.
Search related contentLegacy, estate and wealth transfer
Our materials can prepare you to help your clients with legacy, estate and wealth transfer issues.
- Estate planning and wealth transfer
- Aging in retirement
- Building trust with empathy
- Land As Your Legacy®
Our services
One-on-one consultation
The Retirement Institute Planning Team provides consultation for financial professionals on retirement topics such as Social Security, Medicare, aging and estate planning, and tax-efficient retirement income.
CE and client education
The Insights & Solutions Field Team is composed of credentialed professionals who deliver live and virtual presentations to financial professionals, clients, plan sponsors and plan participants.
Complex case consultation
The Advanced Consulting Group specializes in financial and tax-planning strategies for challenging cases. Their expertise includes trust and estate planning, employee benefits, advanced strategies using life insurance and annuities, and business succession planning.
Featured content
For the overwhelming majority of Americans, wealth transfer needs to focus on planning for the costs of long-term care.
While discussing how to manage the cost of health care in retirement can be difficult, a financial professional can play a major role in educating and guiding a client now and in retirement to help them achieve their goals and desired lifestyle.
Annuities can be a tool a trustee uses to manage multiple risks through their multiple product features.
Schedule a consultation
The Nationwide Retirement Institute Planning Team can help with strategies, case design and income-planning needs.
Continuing education (CE)
Enhance your expertise and earn valuable CE credits by attending our informative webinars.
The Advisor Advocate®
Visit the blog for timely, relevant expertise on the topics that matter most to financial professionals and their clients.