Partnering with you to build your business.

Transcription

1 Retirement Plans Business Builder Program Partnering with you to build your business. FOR ADVISOR USE ONLY

2 Introducing our Business Builder Program Retirement plans can be a productive addition to an advisor s book of business. But when you consider what it takes to pursue, win, service and support retirement plans, it may seem challenging. Through our Business Builder Program, we have the people and tools to support you throughout the entire process or where you need it most. Learn more about how Nationwide Financial can partner with you: nationwidefinancial.com/retirementplans

3 Providing sales support when and where you need it When you partner with Nationwide Financial to sell group retirement plans, we support you at every point throughout the retirement plan selling process: Pre-sale Point-of-sale Post-sale Ongoing service and support And with dedicated people and tools, selling retirement plans will be easier than ever before.

4 PRE-SALE POINT-OF-SALE Prospecting support that is strategic and productive. IDENTIFY: We help you identify retirement plans in your area that may be open to a change. REVIEW: We review your current book of business to see where additional opportunities may lie. EVALUATE: We help you determine plan sponsors needs and provide prospecting tools to help you turn leads into clients. Retirement programs built for advisors, by advisors. SELECT: We offer two distinct, competitively priced mutual fund-based programs, each designed to meet the needs of you and your clients. Helping you win the plan. PARTNER: Your regional internal consultant, and/or regional vice president help you: Select the program that best fits your and your client s needs Understand pricing and compensation modeling Illustrate investment options Compare providers Partner with a plan administrator Build and deliver a customized retirement plan proposal In addition, your regional vice president can accompany you to the point-of-sale meeting, so he or she is there to help you explain the details of the plan and answer questions that may arise. SUPPORT: We provide you with a customized plan proposal kit, a formal presentation and a mobile responsive plan sponsor website to use for your point-of-sale meetings. Nationwide Retirement Flexible Advantage gives you the flexibility and control to build a customized retirement plan. Target plan size is more than $1M. Nationwide Retirement Innovator Advantage is simple to sell, set up and service with integrated Morningstar 3(21) Fiduciary Services at no additional charge. Target plan size is less than $1M. Helping your plan sponsors determine their fiduciary responsibility. CHOOSE: We help you and your clients understand what it means to be a plan fiduciary and what it takes to keep the plan compliant. We offer do it for me and do it myself options. Learn more about how Nationwide Financial can partner with you:

5 POST-SALE ONGOING Providing resources for plan set-up. IMPLEMENT: Your implementation manager is your primary contact through the installation of new plans, and works with you and your plan sponsor for all on-boarding needs. Servicing that is easy and efficient. ENGAGE: We offer multiple educational seminars to meet the needs of participants. Your field service representative meets with the plan sponsor and its associates to guide them through the enrollment process and plan details. ENROLL: We provide a consultative and intuitive enrollment kit that features education, guidance and a simplified enrollment process. EDUCATE: Nationwide Financial Retirement Institute SM offers resources to keep you and your clients up to date on topics such as health care in retirement and Social Security decisions. ACCESS: Our participant website features the On Your Side Interactive Retirement Planner SM, a simple interactive tool that enables participants to set a retirement goal, track their progress and get suggestions for improving their retirement outlook. For employee meetings, we also offer an innovative tablet-based enrollment process, which is an easy and accurate alternative to paper worksheets. MONITOR: Our plan sponsor website helps plan sponsors to manage their plan, and provides detailed reports, including the Quarterly Plan Check-up and Annual Plan Review. Our advisor website features plan data, marketing support and a consistent online experience, no matter what device you use nationwidefinancial.com/retirementplans

6 The Nationwide Group Retirement Series includes unregistered group fixed and variable annuities and trust programs. The unregistered group fixed and variable annuities are issued by Nationwide Life Insurance Company. Trust programs and trust services are offered by Nationwide Trust Company, FSB, a division of Nationwide Bank. Nationwide Investment Services Corporation, member FINRA. In MI only: Nationwide Investment Svcs. Corporation. Nationwide Mutual Insurance Company and Affiliated Companies, Home Office: Columbus, OH Neither Nationwide nor any of its affiliates are related to, or affiliated with Morningstar. Nationwide, FOR ADVISOR Nationwide USE ONLY Financial, NOT FOR the Nationwide DISTRIBUTION framemark, TO THE PUBLIC. Nationwide Retirement Flexible Advantage, Nationwide Retirement Innovator Advantage, Nationwide Financial Retirement Institute and On Your Side Interactive Retirement Planner are service marks of Nationwide Mutual Insurance Company Nationwide Financial Services, Inc. PNM-2818AO (05/14) FOR ADVISOR USE ONLY