nationwidefinancial.com Open in urlscan Pro
173.222.106.153  Public Scan

Form analysis
4 forms found in the DOM

Name: sscAppointedAdvisorsLoginForm —

<form _ngcontent-rhk-c78="" novalidate="" name="sscAppointedAdvisorsLoginForm" autocomplete="off" class="ng-untouched ng-pristine ng-invalid"><!----><!----><!---->
  <div _ngcontent-rhk-c78="" class="bolt-space-bottom-lg bolt-ie-input-width">
    <p _ngcontent-rhk-c78="" class="bolt-textfield-wc--label">Username</p><a _ngcontent-rhk-c78="" routerlink="/forgot-username" id="tnl-forgot-username-link" href="/forgot-username">Forgot your username?</a><bolt-textfield _ngcontent-rhk-c78=""
      data-cy="username" formcontrolname="username" value="Username" optionaltext="Username" required="" ngdefaultcontrol="" bolt-defined="" bolt-focusable="" class="ng-untouched ng-pristine ng-invalid"></bolt-textfield>
  </div><!----><!---->
  <div _ngcontent-rhk-c78="" class="bolt-ie-input-width bolt-space-bottom-xl">
    <p _ngcontent-rhk-c78="" class="bolt-textfield-wc--label">Password</p><a _ngcontent-rhk-c78="" routerlink="/forgot-password" id="tnl-forgot-password-link" href="/forgot-password">Forgot your password?</a><bolt-password _ngcontent-rhk-c78=""
      data-cy="password" formcontrolname="password" value="Password" optionaltext="Password" required="" showvisibilitytoggle="" ngdefaultcontrol="" bolt-defined="" bolt-focusable="" class="ng-untouched ng-pristine ng-invalid"></bolt-password>
  </div><!---->
  <div _ngcontent-rhk-c78="" class="bolt-row"><ssc-access-control _ngcontent-rhk-c78="" expression="allowTestEnvMFABypass"><!----><!----><!----></ssc-access-control></div><bolt-button _ngcontent-rhk-c78="" type="primary" data-cy="submit"
    id="login-btn" color="#0047bb" submit="" ngdefaultcontrol="" class="bolt-btn-login" bolt-defined="" bolt-focusable=""> Log in </bolt-button><button type="submit" bolt-proxy-for="bolt-button--8031814" id="bolt-button--8031814-proxy"
    hidden=""></button>
  <div _ngcontent-rhk-c78="" class="bolt-col"></div>
</form>

Name: siteSearchForm —

<form _ngcontent-rhk-c167="" novalidate="" name="siteSearchForm" class="form-display ng-untouched ng-pristine ng-valid">
  <div _ngcontent-rhk-c167="" class="inner-div"><label _ngcontent-rhk-c167="" for="search" class="semantic">Search</label><input _ngcontent-rhk-c167="" formcontrolname="searchString" type="text" aria-label="Search"
      class="st-default-search-input ng-untouched ng-pristine ng-valid"><!----></div><a _ngcontent-rhk-c167="" type="button" routerlink="site-search" value="search" class="search-button" href="/site-search">Search</a>
</form>

Name: sscAppointedAdvisorsLoginForm —

<form _ngcontent-rhk-c78="" novalidate="" name="sscAppointedAdvisorsLoginForm" autocomplete="off" class="ng-untouched ng-pristine ng-invalid"><!----><!----><!---->
  <div _ngcontent-rhk-c78="" class="bolt-space-bottom-lg bolt-ie-input-width">
    <p _ngcontent-rhk-c78="" class="bolt-textfield-wc--label">Username</p><a _ngcontent-rhk-c78="" routerlink="/forgot-username" id="tnl-forgot-username-link" href="/forgot-username">Forgot your username?</a><bolt-textfield _ngcontent-rhk-c78=""
      data-cy="username" formcontrolname="username" value="Username" optionaltext="Username" required="" ngdefaultcontrol="" bolt-defined="" bolt-focusable="" class="ng-untouched ng-pristine ng-invalid"></bolt-textfield>
  </div><!----><!---->
  <div _ngcontent-rhk-c78="" class="bolt-ie-input-width bolt-space-bottom-xl">
    <p _ngcontent-rhk-c78="" class="bolt-textfield-wc--label">Password</p><a _ngcontent-rhk-c78="" routerlink="/forgot-password" id="tnl-forgot-password-link" href="/forgot-password">Forgot your password?</a><bolt-password _ngcontent-rhk-c78=""
      data-cy="password" formcontrolname="password" value="Password" optionaltext="Password" required="" showvisibilitytoggle="" ngdefaultcontrol="" bolt-defined="" bolt-focusable="" class="ng-untouched ng-pristine ng-invalid"></bolt-password>
  </div><!---->
  <div _ngcontent-rhk-c78="" class="bolt-row"><ssc-access-control _ngcontent-rhk-c78="" expression="allowTestEnvMFABypass"><!----><!----><!----></ssc-access-control></div><bolt-button _ngcontent-rhk-c78="" type="primary" data-cy="submit"
    id="login-btn" color="#0047bb" submit="" ngdefaultcontrol="" class="bolt-btn-login" bolt-defined="" bolt-focusable=""> Log in </bolt-button><button type="submit" bolt-proxy-for="bolt-button--4519248" id="bolt-button--4519248-proxy"
    hidden=""></button>
  <div _ngcontent-rhk-c78="" class="bolt-col"></div>
</form>

Name: favoriteForm —

<form _ngcontent-rhk-c85="" novalidate="" name="favoriteForm" class="ng-untouched ng-pristine ng-valid"><!----><!----><!----><!----><!----></form>

Text Content

legacy-alert legacy-arrow-down legacy-arrow-left legacy-arrow-right
legacy-arrow-up legacy-bill-statement legacy-calculator legacy-calendar
legacy-camera legacy-car legacy-chat legacy-checkmark legacy-chevron-down
legacy-chevron-left legacy-chevron-right legacy-chevron-up legacy-clock
legacy-close-delete legacy-contextual-help legacy-contextual-help-close
legacy-contextual-warning legacy-credit-card legacy-document
legacy-download-save legacy-edit legacy-emoticon-happy legacy-emoticon-neutral
legacy-emoticon-sad legacy-eye-hide legacy-eye-show legacy-face-unlock
legacy-facebook legacy-folder legacy-form legacy-gear legacy-grid
legacy-heart-filled legacy-heart-open legacy-home legacy-id-lock
legacy-instagram legacy-linkedin legacy-location legacy-lock legacy-mail
legacy-map legacy-menu legacy-minus-remove legacy-notification-error
legacy-notification-info legacy-notification-success legacy-notification-warning
legacy-paw legacy-person legacy-phone legacy-plus legacy-print
legacy-resize-expand legacy-search legacy-send legacy-shopping-cart
legacy-sound-off legacy-sound-on legacy-star-filled legacy-star-open
legacy-thumbs-down legacy-thumbs-up legacy-tools legacy-touch-unlock
legacy-trash legacy-twitter legacy-upload legacy-youtube
FOR FINANCIAL PROFESSIONALS



Oops! A quick word about your web browser...

We've designed nationwidefinancial.com to provide you with the best online
experience.

It looks like your web browser has JavaScript disabled. To fully experience the
dynamic content on our site, JavaScript needs to be enabled in your browser.

Please enable JavaScript in your browser to view the site. For further
assistance, please give us a call at 1-888-867-5175.

FOR FINANCIAL PROFESSIONALS



Oops! A quick word about your web browser...

We've designed nationwidefinancial.com to provide you with the best online
experience.

Your current browser might limit that experience. You may be using an old
browser that's unsupported, or settings within your browser that are not
compatible with our site. Please save yourself some frustration, and upgrade
your browser in order to view our site.

Compatible browsers include recent versions of Google Chrome, Microsoft Edge, or
Mozilla Firefox.

Already using an updated browser and still having trouble? Please give us a call
at 1-888-867-5175 for further assistance.

Your current browser: Detecting...

skip to main content

For Individuals
For Businesses
For Institutional Investors
Contact Us


FOR INSTITUTIONAL INVESTOR USE ONLY

This site is for Institutional Investors in the United States only and not for
retail investor use or distribution. The content is not intended for use by
institutional investors in a jurisdiction where distribution or purchase is not
authorized or is contrary to law or regulation.

Although this material is based upon information that is considered in good
faith and is as timely as possible, there is no guarantee the material is
accurate, current or complete, and it should not be relied upon as such. Any
opinions expressed on this website may change. The information and services
provided on this website are provided without any warranties or guarantees,
expressed or implied. The content is subject to change, in whole or in part,
without notice of any kind. Furthermore, there is no warranty that the website
will be uninterrupted or free of viruses.

Nothing contained on this website constitutes tax, accounting, regulatory,
legal, insurance or investment advice. The information or opinions are not a
solicitation or offer by Nationwide or its affiliates to buy or sell any
security or financial instrument referenced on or through this website. This
website is for information purposes only and is not intended to be relied upon
as a forecast, research or investment advice. The content and investment
strategies discussed may not be suitable for and/or available to all investors.

There is no assurance that the investment objective of any fund will be
achieved. Past performance does not guarantee future results. Current
performance may be lower or higher. Investment returns and principal value will
vary; there may be a gain or loss when shares are sold.

By accessing this site, you confirm you are an institutional investor; you will
not forward or make the content of this site available to any person who is not
an Institutional Investor; and you accept the Term and Conditions and Privacy
Policy (incorporated by reference).

 * Topics
 * Products
 * My business
   
 * For individuals
 * For businesses
 * For institutional investors
   
   
 * Contact us

 * Topics
   
 * Retirement savings & income
 * Health care costs & longevity
 * Legacy, estate & wealth transfer
 * Diverse markets
 * Markets & news
   
   

 * Retirement savings & income
   
 * SUBTOPICS
 * Social Security optimization
 * Tax efficient retirement income
 * 
   All retirement savings & income topics
   
 * TOOLS
 * Social Security 360 Analyzer®
 * Retirement savings worksheet
   
 * FORMS
 * Social Security 360 Analyzer Fact Finder
   
 * See all topics
   

 * Medicare: Answering your clients' FAQs
   
   Be prepared for what is on your clients' minds when it comes to Medicare.

 * Legacy Essentials tax worksheet
   
   Put a spotlight on your clients' true tax diversification.

 * Legacy Essentials conversation guide
   
   Planning for the later years aren't the easiest conversations.

 * Legacy Essentials personal info organizer
   
   Getting clients organized now can help with family planning conversations
   later.

 * Health care costs & longevity
   
 * SUBTOPICS
 * Health care costs
 * Medicare Planning
 * Health savings accounts
 * Long-term care planning and longevity
 * 
   All health care costs and longevity topics
   
 * TOOLS
 * Health Care/LTC Cost Assessment
 * Health care solutions quick quote
 * NCOA My Medicare Matters®
   
 * FORMS
 * Health Care/LTC Cost Assessment Fact Finder
   
 * See all topics
   

 * Medicare: Answering your clients' FAQs
   
   Be prepared for what is on your clients' minds when it comes to Medicare.

 * Legacy Essentials tax worksheet
   
   Put a spotlight on your clients' true tax diversification.

 * Legacy Essentials conversation guide
   
   Planning for the later years aren't the easiest conversations.

 * Legacy Essentials personal info organizer
   
   Getting clients organized now can help with family planning conversations
   later.

 * Legacy, estate & wealth transfer
   
 * SUBTOPICS
 * Estate & legacy planning
 * Wealth transfer
 * Aging in retirement
 * Land As Your Legacy®
 * 
   All legacy, estate & wealth transfer topics
   
 * TOOLS
 * Personal information organizer
 * Legacy planning checklist
   
 * See all topics
   

 * Medicare: Answering your clients' FAQs
   
   Be prepared for what is on your clients' minds when it comes to Medicare.

 * Legacy Essentials tax worksheet
   
   Put a spotlight on your clients' true tax diversification.

 * Legacy Essentials conversation guide
   
   Planning for the later years aren't the easiest conversations.

 * Legacy Essentials personal info organizer
   
   Getting clients organized now can help with family planning conversations
   later.

 * Diverse markets
   
 * SUBTOPICS
 * Asian consumers
 * Black consumers
 * Hispanic consumers
 * LGBTQ+ consumers
 * Rural consumers
 * Women and Retirement
 * 
   All markets
   
 * See all topics
   

 * Medicare: Answering your clients' FAQs
   
   Be prepared for what is on your clients' minds when it comes to Medicare.

 * Legacy Essentials tax worksheet
   
   Put a spotlight on your clients' true tax diversification.

 * Legacy Essentials conversation guide
   
   Planning for the later years aren't the easiest conversations.

 * Legacy Essentials personal info organizer
   
   Getting clients organized now can help with family planning conversations
   later.

 * Markets & news
   
 * SUBTOPICS
 * The Advisor Advocate® blog
 * Nationwide Market Insights℠
   
 * TOOLS
 * Quarterly market insights (PDF)
 * Monthly business cycle (PDF)
   
 * See all topics
   

 * Medicare: Answering your clients' FAQs
   
   Be prepared for what is on your clients' minds when it comes to Medicare.

 * Legacy Essentials tax worksheet
   
   Put a spotlight on your clients' true tax diversification.

 * Legacy Essentials conversation guide
   
   Planning for the later years aren't the easiest conversations.

 * Legacy Essentials personal info organizer
   
   Getting clients organized now can help with family planning conversations
   later.

 * Products
   
 * Annuities
   
 * Life insurance
   
 * Corporate solutions
   
 * Retirement solutions
   
 * Investments
   
 * Resources

 * Annuities
   
 * CATEGORIES
 * Variable annuities
   
 * Registered link-indexed annuities
   
 * Fixed indexed annuities
   
 * Fixed annuities
   
 * Fixed immediate annuities
   
 * 
   All annuities
   
 * TOOLS
 * Illustrations
 * Business tools
 * Client calculators
   
 * FORMS
 * Variable forms
 * Registered link-indexed forms
 * Fixed indexed forms
 * Fixed forms
 * Fixed immediate forms
   
   
   
 * SUPPORT
   Wholesaler look-up tool
 * Riders - Living benefits suite
 * Riders - Death benefits
 * Annuities sales materials
   

 * Balance growth and risk with Nationwide Defined Protection Annuity
   
   Use our tool to help your clients find their balance between growth potential
   and protection.

 * Discover a simplified way to manage pending annuity business
   
   Learn how to reply directly to questions and upload documents for your
   pending annuity business.

 * Life insurance
   
 * CATEGORIES
 * Indexed universal
   
 * Universal life
   
 * Variable life
   
 * Whole life
   
 * Term life
   
 * Long-term care
   
 * 
   All life insurance
   
 * TOOLS
 * Illustrations
 * Business tools
 * Client calculators
   
 * FORMS
 * iPipeline forms
 * Porch eApplications
 * Life insurance forms
   
   
   
 * SUPPORT
 * Wholesaler look-up tool
 * Long-term care planning
 * Life insurance underwriting
 * Life sales materials
   
   

 * Meeting their needs: Nationwide IUL Accumulator II 2020
   
   One policy that balances your client’s desires for both protection and growth
   potential.

 * Explore Nationwide’s Broker General Agent (BGA) Premier Partners Program
   
   Learn more about our exclusive package of benefits designed to help you
   uncover opportunities and achieve your business goals.

 * Corporate solutions
   
 * CATEGORIES
 * Business life
 * Pension risk transfer
 * Medical stop loss
 * Employee benefits
 * 
   All corporate solutions
   
 * TOOLS
 * Small business solutions analyzer
   
 * FORMS
 * Business life forms
   
   
   

 * Nationwide Business Solutions Group
   
   Celebrating 25 years as a leader in the business life insurance market.

 * Pension risk transfer
   
   Read insights for determining whether PRT is right for your plan.

 * Corporate solutions
   
   View a summary of the solutions we offer businesses seeking ways to manage
   risk and retain top talent.

 * Nationwide Smart Credit
   
   Learn how a securities-backed line of credit may help business owners access
   cash without liquidating holdings.

 * Retirement solutions
   
 * CATEGORIES
 * Institutional
 * Government
 * Micro/Small Market
 * 
   All retirement solutions
   
 * SUPPORT
 * Advisor Advocate Blog
 * Consultative Support
   

 * Today, retirement savers are navigating through a perfect storm of issues
   
   See these resources for financial professionals about guaranteed lifetime
   income.

 * Consultative support
   
   The Nationwide Retirement Institute offers access to planning tools and
   consultative support through our 3 special teams.

 * Outstanding Customer Service
   
   Nationwide Retirement Solutions again recognized for outstanding customer
   experience.

 * Investments
   
 * CATEGORIES
 * Mutual funds
 * Exchange-traded funds
 * Nationwide Variable Insurance Trust (VIT) Funds
 * Securities-backed lending
 * 
   All investments
   
 * FORMS
 * Open a new account
 * Manage existing accounts
   
 * SUPPORT
 * Contact an Investment Specialist
 * Portfolio Construction
 * Nationwide Market Insights
 * Institutional Investors
   
 * TOOLS
 * Capital Cost Comparison
   

 * Meet our managers
   
   Learn more about our subadvisers and the investments they manage.

 * Learn more: Access Nationwide webinars
   
   View the quarterly webinar series.

 * Resources
   
 * CATEGORIES
 * 
   All resources
   
 * TOOLS
 * Social Security 360 analyzer
   
   
 * Long-term care quick calculator
 * Business analyzer
   
   
   
 * SUPPORT
   Wholesaler look-up tool
 * Business practices and compliance
 * Advanced consulting group
 * Continuing education

 * My business
   
   
   NATIONWIDE APPOINTED ADVISORS
   
   Username
   
   Forgot your username?
   
   Password
   
   Forgot your password?
   
   Log in
   
   Logging in...Set up your online account

FOR FINANCIAL PROFESSIONALS        
 * Log In
   
 * Search toggle
   

Log In
Search
Search

 FINANCIAL PROFESSIONALS LOGIN


NATIONWIDE-APPOINTED FINANCIAL PROFESSIONALS

When you are logged in, your experience on our site will reflect your license
and firm restrictions.

Username

Forgot your username?

Password

Forgot your password?

Log in

Logging in...

Set up your online account

Want to do business with Nationwide? Get appointed

RETIREMENT PLAN ADVISORS

Access plans sold on our new SS&C retirement plan experience through DST Vision
here

To access plans on our existing retirement plan experience, login above

MUTUAL FUND ADVISORS

To access your Mutual Fund clients and products, sign in with DST Vision

NOT A FINANCIAL PROFESSIONAL?

 * Customer/Participant
 * Employer/Plan Sponsor
 * Plan Administrator
 * Nationwide Retirement Solutions


Topics Products My business



FOR INSTITUTIONAL INVESTOR USE ONLY

This site is for Institutional Investors in the United States only and not for
retail investor use or distribution. The content is not intended for use by
institutional investors in a jurisdiction where distribution or purchase is not
authorized or is contrary to law or regulation.

Although this material is based upon information that is considered in good
faith and is as timely as possible, there is no guarantee the material is
accurate, current or complete, and it should not be relied upon as such. Any
opinions expressed on this website may change. The information and services
provided on this website are provided without any warranties or guarantees,
expressed or implied. The content is subject to change, in whole or in part,
without notice of any kind. Furthermore, there is no warranty that the website
will be uninterrupted or free of viruses.

Nothing contained on this website constitutes tax, accounting, regulatory,
legal, insurance or investment advice. The information or opinions are not a
solicitation or offer by Nationwide or its affiliates to buy or sell any
security or financial instrument referenced on or through this website. This
website is for information purposes only and is not intended to be relied upon
as a forecast, research or investment advice. The content and investment
strategies discussed may not be suitable for and/or available to all investors.

There is no assurance that the investment objective of any fund will be
achieved. Past performance does not guarantee future results. Current
performance may be lower or higher. Investment returns and principal value will
vary; there may be a gain or loss when shares are sold.

By accessing this site, you confirm you are an institutional investor; you will
not forward or make the content of this site available to any person who is not
an Institutional Investor; and you accept the Term and Conditions and Privacy
Policy (incorporated by reference).

Home
ResourcesSupportBusiness Practices and Compliance




BUSINESS PRACTICES AND COMPLIANCE



This guide is the authoritative reference for financial professionals, firms and
back office representatives, on Nationwide's business policies and practices.

Business Practices and Compliance Guide (pdf)
The objective of this Business Practices and Compliance Guide is to establish
policies designed to achieve compliance with rules and regulations and to detect
and prevent violations of those rules and regulations and the internal policies
and procedures of Nationwide®. The policies and procedures in this guide govern
the activities of insurance professionals.
NFW-5107AO
Home
ResourcesSupportBusiness Practices and Compliance


click to access additional linksSite map


TOPICS ››

FEATURED TOPICS

 * Client longevity
 * Health care in retirement
 * Helping today's families
 * Legacy essentials
 * Long-term care
 * Medicare
 * Policy and legislative updates
 * Protected income in retirement
 * Social Security planning
 * Tax-efficient retirement income
 * Women and retirement

RESOURCES ››

 * Tools
 * Forms
   
 * Support
 * Wholesaler Look-Up Tool

INSIGHTS AND COMMENTARY

 * Advisor Blog
 * Nationwide Market Insights
 * Market Topics and Guidance

WHY NATIONWIDE

 * Our Story
 * Nationwide Retirement Institute®


PRODUCTS ››

ANNUITIES ››

 * Variable
 * Fixed
 * Fixed Indexed
 * Fixed Immediate
 * Registered Index-Linked
   
 * Resources

LIFE ››

 * Indexed Universal
 * Universal
 * Variable
 * Long-term Care
 * Whole
 * Term
 * BGA
   
 * Resources

BUSINESS LIFE ››

 * Products
   
 * Resources

RETIREMENT PLANS ››

 * Programs
   
 * Resources

INVESTMENTS ››

 * Mutual Funds
 * Exchange Traded Funds
 * Variable Insurance Trust (VIT) Funds
 * Resources

RESOURCES ››

 * Tools
 * Forms
   
 * Support
 * Wholesaler Look-Up Tool


SERVICING

LOG IN TO ACCESS:

 * Client accounts
 * Business management
 * Products for Servicing
 * Advisor services

1-800-321-6064
Follow UsLinkedInTwitterYouTube
 * Nationwide.com
 * About Us
 * Get Appointed
 * Contact Us

 * 

• Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution
• Not insured by any federal government agency • May lose value

This material is not a recommendation to buy or sell a financial product or to
adopt an investment strategy. Investors should discuss their specific situation
with their financial professional.

Life and annuity products are issued by Nationwide Life Insurance Company or
Nationwide Life and Annuity Insurance Company, Columbus, Ohio. The general
distributor for variable products is Nationwide Investment Services Corporation
(NISC), member FINRA, Columbus, Ohio. The Nationwide Retirement Institute is a
division of NISC. Nationwide Funds are distributed by Nationwide Fund
Distributors, LLC, member FINRA, Columbus, OH. Nationwide Life Insurance
Company, Nationwide Life and Annuity Company, Nationwide Investment Services
Corporation and Nationwide Fund Distributors are separate but affiliated
companies.

The Nationwide Group Retirement Series includes unregistered group fixed and
variable annuities issued by Nationwide Life Insurance Company. It also includes
trust programs and trust services offered by Nationwide Trust Company, FSB.

Nationwide, the Nationwide N and Eagle, Nationwide is on your side, Nationwide
Funds Group and Nationwide Retirement Institute are service marks of Nationwide
Mutual Insurance Company.

© 2023 Nationwide Mutual Insurance Company and affiliated companies

 * Privacy
 * Cyber Security
 * California Consumer Privacy Act Rights
 * Terms and Conditions
 * Accessibility
 * Partners & Developers

For your security, your online session on the Nationwide Sales and Service
Center will expire in...

05:00 seconds

What would you like to do?

[+] Feedback