Nationwide IncomeInsight Workbook Goes Online

Financial advisers now have access to an online version of Nationwide’s The Retirement Income and Income Risk Workbook, which generates a suggested retirement income portfolio for clients.

Nationwide said the workbook was created to help clients and their advisers evaluate whether a variable annuity and guaranteed minimum withdrawal benefit (VA+GMWB) strategy, such as Nationwide’s IncomeInsight, would complement their investment portfolio. The online version asks advisers to answer eight or nine questions about their clients, and then generates a suggested retirement income portfolio, which could include an allocation to a VA+GMWB.

Nationwide also announced the release of updated Nationwide-sponsored research by Ibbotson Associates about using VA+GMWB strategies. The update of Ibbotson’s 2007 research paper “Retirement Portfolio and Variable Annuity with Guaranteed Minimum Withdrawal Benefit (VA+GMWB)” claims that using a VA+GMWB can increase retirement income potential while decreasing risk.

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For more information about the updated whitepaper and the online version of the workbook, contact your wholesaler or sales center or contact Nationwide’s Income Planning Desk at 1.877.245.0763 or IPLNDESK@nationwide.com

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