Nationwide Retirement Institute SM Marketing Materials Catalog Updated March 2, 2015

Transcription

1 Nationwide Retirement Institute SM Marketing Materials Catalog Updated March 2, 2015

2 Page 2 of 11 SOCIAL SECURITY Social Security Kit K-NFM-12200AO Educational brochure with back pocket containing the pieces below. Meant for use with Social Security advisor, client and CE presentation. Client Questionnaire NFM-11991AO Advisors can use this questionnaire to gather relevant client information for analyzing Social Security options. Sample Report NFM-12323AO Advisors can share with clients what information they can expect to see on their Social Security report. Social Security 360 SM Program Overview (Advisor & Internal Use) NFM-12412AO This program overview highlights the opportunity for both clients and advisors, while giving advisors a snapshot of available support materials. Client Presentation (UPDATED) NFM-11701AO A client-approved presentation focused on preparing clients to make their Social Security filing decision. Provides education, address client concerns and highlights the Nationwide Social Security tool. Advisor Presentation (UPDATED) NFM-11743AO Presentation meant to educate advisors on the opportunity Social Security planning presents. Includes education, promotion of the Nationwide Social Security tool and case studies.

3 Page 3 of 11 CE Presentation (UPDATED) NFM-12436AO A CE-accredited presentation that is meant to give advisors education and practical advice on how to better prepare their clients for their Social Security filing decision. Client Seminar Invitation (UPDATED) NFM-12315AO Intended for use with the Social Security client presentation: NFM-11701AO. Encourages clients to attend a seminar that will help them make an informed Social Security filing decision. Client Seminar Follow-up Letter NFM-12343AO Customizable letter to be used by advisors as a follow-up to the Social Security client seminar: NFM-11701AO. Encourages clients to set up a meeting with their advisor to discuss Social Security. Client Prospecting Letters NFM-12342AO & NFM-12342M1 Customizable letter to be used by advisors to set up a personal meeting with current & prospective clients. AO version includes link to SS education brochure (NFM-12200AO) while the M1 version does not. Advisor Seminar Invitation (UPDATED) NFM-12314AO Intended for use with the Social Security advisor presentation: NFM-11743AO. Encourages advisors to attend a seminar that will help them incorporate Social Security planning into their practice. CE Seminar Invitation (UPDATED) NFM-12437AO Intended for use with the Social Security CE presentation: NFM-12436AO. Encourages advisors to attend an educational seminar centered on preparing clients for their Social Security filing decision. For additional Social Security resources, such as our Social Security 360 AnalyzerSM and client video, please visit

4 Page 4 of 11 LONG-TERM CARE Long-term Care Kit (Client Approved) K-AD-LTCCOSTS Contains the pieces below. Meant for use with Long-term Care advisor, client and CE presentations. Note that many of the items within the kit are also used in the Health Care Kit (K-AD-HCCOSTS). Long-term Care Overview (UPDATED) NFM-10885M1 This one-page fact sheet for clients summarizes some of the financial facts about retirement health care costs. Health Care Education Brochure (UPDATED) NFM-9902M1 This helpful guide for advisors and clients simplifies the importance of planning for health care and long-term care costs. Health Care Cost Assessment Overview (UPDATED) NFM-9523M1 This one-page fact sheet summarizes the use and benefits of the Nationwide Health Care Cost Assessment. Health Care Cost Assessment Sample Report (UPDATED) NFM-11099M1 Sample output of our Health Care Cost Assessment that personalizes a client s health care and long-term care cost estimate. Health Care Cost Assessment Fact Finder (UPDATED) NFM-10987AO This one-page form is the first step clients take to get their Health Care Cost Assessment.

5 Page 5 of 11 Client Presentation (UPDATED) NFM-10738AO A client-approved presentation focused on educating clients about the need to prepare for the cost of long-term care. Includes information about elder care, what constitutes LTC and ways to help better plan for this likely expense. Advisor Presentation (UPDATED) NFM-10661AO Presentations meant to equip advisors with the tools to discuss the sensitive subject of long-term care planning with their clients. Provides education, highlights the benefits of the health care cost assessment tool and illustrates common client scenarios using case studies. CE Presentation (UPDATED) NFM-11153AO A CE-accredited presentation meant for advisors looking to learn more about how to help their clients deal with the increasing cost of long-term care. Includes education on the subject, as well as ways to start the client conversation. Client Seminar Invitation (UPDATED) NFM-11123AO Intended for use with LTC client presentation: NFM-10738AO. Encourages clients to attend a seminar to learn more about how to prepare for long-term care costs for themselves and their family. Advisor Seminar Invitation (UPDATED) NFM-11121AO Intended for use with LTC advisor presentations: NFM-10661AO and NFM-11091AO. Encourages advisor to learn more about long-term care planning and how to best position the conversation with clients. CE Seminar Invitation (UPDATED) NFM-11155AO Intended for use with LTC CE presentation: NFM-11153AO. Encourages advisors to attend an educational seminar focused on preparing clients for the cost of long-term care.

6 Page 6 of 11 HEALTH CARE COSTS IN RETIREMENT Health Care Kit (Client Approved) K-AD-HCCOSTS Contains the pieces below. Meant for use with Health Care advisor, client and CE presentations. Note that many of the items within the kit are also used in the Long-term Care Kit (K-AD-LTCCOSTS). Medicare Overview (UPDATED) NFM-10653M1 This one-page fact sheet for clients summarizes some of the financial facts about retirement health care costs. Health Care Education Brochure (UPDATED) NFM-9902M1 This helpful guide for advisors and clients simplifies the importance of planning for health care and long-term care costs. Health Care Cost Assessment Overview (UPDATED) NFM-9523M1 This one-page fact sheet summarizes the use and benefits of the Nationwide Health Care Cost Assessment. Health Care Cost Assessment Sample Report (UPDATED) NFM-11099M1 Sample output of our Health Care Cost Assessment that personalizes a client s health care and long-term care cost estimate. Health Care Cost Assessment Fact Finder (UPDATED) NFM-10987AO This one-page form is the first step clients take to get their Health Care Cost Assessment.

7 Page 7 of 11 Client Presentation (UPDATED) NFM-10373AO A client-approved presentation focused on educating clients on the need to prepare for health care costs in retirement. Includes information on Medicare, the Nationwide health care cost assessment and how an advisor can help. Advisor Presentation (UPDATED) NFM-9512AO Presentation meant to give advisors the know-how and tools necessary to have productive client conversations about preparing for health care costs. Includes education, illustrations and case studies. CE Presentation (UPDATED) NFM-9732AO A CE-accredited presentation intended for advisor education on health care cost planning and how to best prepare clients for this significant retirement expense. Medicaid and Annuities Presentation NFM-9339AO This presentation explains how using an immediate annuity may potentially help your clients for a Medicaid benefit. Client Seminar Invitation (UPDATED) NFM-11125AO Intended for use with health care client presentation: NFM-10373AO. Encourages clients to attend a seminar to learn more about how to best estimate the cost of health care in retirement, and how to properly plan for those costs. Advisor Seminar Invitation (UPDATED) NFM-11124AO Intended for use with health care advisor presentation: NFM-9512AO. Encourages advisors to attend a seminar focused on the opportunity to help clients better prepare for the cost of health care costs in retirement. CE Seminar Invitation (UPDATED) NFM-11156AO Intended for use with health care CE presentation: NFM-9732AO. Encourages advisors to attend an educational seminar on preparing clients for health care costs in retirement.

8 Page 8 of 11 Health Care Costs Article NFM-12522AO Engaging content for use in firm websites, newsletters or magazines. These articles help illustrate the health care opportunity for advisors and showcase our tool that helps them eliminate the guesswork. Health Care Solutions Brochure NFM-13246AO (Print) & NFM-13246M1 (Digital) A client-approved, step-by-step guide on using the results from the Nationwide Health Care Cost Assessment to help plan for covering estimated health care costs in retirement with a guide to funding income products to meet that need. AFFORDABLE CARE ACT Affordable Care Act Client Brochure NFM-12255AO Key details of the ACA are relevant to retirement health care costs. Learn how those details can help you uncover opportunities for your clients to retire on their terms. Affordable Care Act One-Page Overview NFM-13029AO Use this client-friendly one-pager to open up a discussion about how the ACA might factor into clients' retirement planning decisions. Affordable Care Act Client Presentation NFM-12919AO This client-approved presentation outlines key features of the ACA and why they are relevant to your clients retirement planning process. The content closely aligns to the information presented in our client brochure. Affordable Care Act Articles NFM-12704AO (500-word) NFM-12715AO (1,000-word) Short overviews of the Affordable Care Act legislation meant for use in firm websites, newsletters or magazines. The articles help provide the basics of the ACA and how it might affect advisors clients. For additional health care and long-term care materials, please visit nationwidefinancial.com/healthcare.

9 Page 9 of 11 RETIREMENT INCOME PLANNING RetireSense Kit K-AD-CLTRETIRES Contains the pieces below. Meant for use with RetireSense client presentation. For advisor presentations, please order K-AD- RETIRESENS, which in addition the pieces below includes the advisor brochure (NFM-4220AO) and R-Income Analyzer Guide (NFM-4675AO). Client Brochure NFM-4087AO This client-approved guide helps explain the importance of a retirement income plan and how RetireSense can help put the pieces in place. Client Fact Finder (UPDATED) NFM-4213AO For use in collecting the information needed to help create a retirement income plan for clients. Takes into account a broad view of clients assets, retirement goals and investments as well as interest in other important retirement income planning services. Client Report NFW-1108AO This sample report shows what kind of information clients will receive when completing an R-IncomeAnalyzer analysis as part of the RetireSense program. Income Workbook (UPDATED) NFM-7715AO A more robust client worksheet intended to refine the retirement income planning discussion by offering insights into expense trends that shape retirement income planning.

10 Page 10 of 11 Client Presentation NFM-4215AO A client-approved presentation that explains how RetireSense helps put the pieces of the retirement income puzzle into place. Includes information on the RetireSense tool and how an effective strategy can make all the difference. Advisor Presentation NFM-4159AO Presentation focused on retirement income planning, with a focus on bucketing and how incorporating RetireSense can help advisors better prepare their clients for a successful retirement. Client Seminar Invitation NFM-9513AO Intended for use with RetireSense client presentation: NFM-4215AO. Encourages clients to attend a seminar focused on the importance of retirement income planning and how their advisor, with the support of Nationwide, can help. Advisor Brochure NFM-4220AO Providing the advisor and clients insight into factors that RetireSense bucketing method of retirement income planning takes into consideration in providing a individual retirement income plan for life R-IncomeAnalyzer Step-by-Step Guide NFM-4675AO A step-by-step guide used to familiarize advisors with the RetireSense approach and the R-IncomeAnalyzer.

11 Page 11 of 11 ECONOMICS & CAPITAL MARKETS Monthly Economic Dashboard NFM-11945AO Snapshot of monthly economic activity, distributed by Nationwide Economics on the 4th Friday of each month: Quarterly Capital Markets Update NFM-13126AO Flipbook NFM-13654AO PowerPoint Presentation Share with clients to help answer questions about investment performance and inspire greater confidence in the guidance you provide. Includes recent insights and informative about the economy and financial markets from Nationwide s staff of economists and analysts. The general distributor is Nationwide Investment Services Corporation (NiSC), member FINRA. Nationwide Retirement Institute is a division of NISC. Nationwide, the Nationwide N and Eagle, Nationwide is on your side and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company Nationwide.