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Retirement savings and income
Our resources can help your clients plan for sustainable retirement income.
- Saving for retirement
- Retirement income planning
- Retirement headwinds
- Social Security optimization
- Tax efficiency
- Diverse markets
Health care cost and longevity
Our offerings can help your clients make decisions about covering health care and long-term care costs.
- Planning for health care costs
- Medicare planning
- Health Savings Accounts
- Long-term care planning
- Diverse markets
Legacy, estate and wealth transfer
Our materials can help you prepare to help your clients with legacy, estate and wealth transfer issues.
- Estate planning
- Working with aging clients
- Business solutions and succession
- Land As Your Legacy®
- Diverse markets
Most popular
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.
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The Nationwide Retirement Institute Planning Team can help with strategies, case design and income-planning needs.
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