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Agency Forward®
By Agency Forward Editorial Team

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Help clients start the year strong with these financial resolutions

January 26, 2023

Bring your clients a step closer to optimal financial health with these suggestions that can assist in hedging against volatility and protecting against inflation.

Here are some resolutions that serve as great points to begin a conversation with your clients about rebalancing their portfolio, purchasing life insurance, protecting their assets and more.

Resolution 1: Help hedge against the unexpected with life insurance

While your clients may understand that life insurance provides protection for loved ones upon death, they may not realize there’s more to a life policy than they think. As part of a diversified portfolio, a life policy can help hedge against volatility and inflation. It can also be a source of guaranteed lifetime income.

As you meet with clients to review their financial goals for the new year, take the time to make sure their life insurance needs are being met by:

  • Going over the broad range of life insurance solutions offered by Nationwide®
  • Revising their current coverage to ensure that it continues to serve their needs
  • Helping clients get the most from their policy by sharing Nationwide resources

Resolution 2: Make their portfolio tax-efficient

As your clients look toward retirement, it’s important to think about how their assets could be taxed now and in the future.

Download our resource guide to learn more about how to create a tax-efficient retirement strategy that fits your clients’ needs. Our guide is filled with educational and client-friendly materials you can use to help guide your conversations.

Resolution 3: Safeguard their assets

Do your high-net-worth clients want to self-fund their long-term care (LTC) expenses? Then it’s important to have a conversation about all the options available. When LTC coverage is necessary, it may help protect your client’s estate, and there’s a death benefit regardless of whether long-term care benefits are paid.

Read our white paper to learn how LTC coverage may help clients preserve more of their wealth and protect their estate.

We hope you find these resources helpful as you continue to have conversations with your clients. Nationwide® is proud to partner with you and your agency to protect people, businesses and futures with extraordinary care. We wish you and your clients a happy and successful new year.

Citations/Disclaimers

  • FOR INSURANCE PROFESSIONAL USE — NOT FOR DISTRIBUTION TO THE PUBLIC

    All protections and guarantees are subject to the claims-paying ability of the issuing insurance company.

    Be sure to choose a product that meets long-term life insurance needs, especially if personal situations change — for example, marriage, birth of a child or job promotion. Weigh the costs of the policy and understand that life insurance has fees and charges that vary with sex, health, age and tobacco use. Riders that customize a policy to fit individual needs usually carry an additional charge. Products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio.

    Nationwide and the Nationwide N and Eagle are service marks of Nationwide Mutual Insurance Company. © 2023 Nationwide

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