Nationwide | We simplify retirement planning
There are many considerations when planning a client’s secure retirement. Nationwide offers insights, tools, and consultation to bring clarity to complex issues. We tackle major retirement topics and break them down into easy-to-understand articles, infographics, and client-ready materials. Whether you have questions about topics such as Medicare or need to know how recent legislation may affect your clients’ plans, our resources make it simpler to get answers – for you and your clients.
Resources
Client legacies: Aging with dignity
Why would a financial professional engage with a client on the topic of aging? Well, who has a better understanding of your client’s goals and objectives than you? You’re the person who has helped them prepare for retirement. Planning for aging is a logical extension of that process. And by providing compassionate support toward the end of client’s life, you may make a favorable impression on the next generation.
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Aging at HomeMany people say they’d like to age in place. This guide can help you work with clients to think things through.You must log in to access content.
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Legacy Planning ChecklistThis reference guide helps clients understand the considerations and steps that help ensure their wishes are carried out – in life and in death.You must log in to access content.
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Talking to Kids: Why you should talk to your adult children about your financesIf your children are now adults and you’re nearing retirement or already in retirement, you should be talking with them about your finances and estate planning. In an effort to help explore solutions for caregiver needs, Nationwide® has teamed up with Carefull who specializes in helping family members who act as financial caregivers to aging loved ones and parents. Carefull’s education content as well as financial caregiver services provide on-demand solutions to educate and assist those going through the caregiving journey.You must log in to access content.
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Financial Exploitation Risks: How your risk of financial exploitation increases as you ageTo reduce your risk of being exploited financially as you age, start by understanding why you become more vulnerable. Then, take steps to put protections in place before the threat of exploitation increases. In an effort to help explore solutions for caregiver needs, Nationwide® has teamed up with Carefull who specializes in helping family members who act as financial caregivers to aging loved ones and parents. Carefull’s education content as well as financial caregiver services provide on-demand solutions to educate and assist those going through the caregiving journey.You must log in to access content.
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Identity Protection: How Seniors can protect their credit and identityIdentity thieves are everywhere, and they’re on the prowl for your personal information. What this means is that older adults or those caring for them need to be more diligent than ever about protecting personal information. Taking these steps can reduce the risk of becoming a victim. In an effort to help explore solutions for caregiver needs, Nationwide® has teamed up with Carefull who specializes in helping family members who act as financial caregivers to aging loved ones and parents. Carefull’s education content as well as financial caregiver services provide on-demand solutions to educate and assist those going through the caregiving journey.You must log in to access content.
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