IncomeInsight includes an interactive online tool, which was designed using research from Ibbotson, to help advisers evaluate whether a variable annuity with a lifetime guaranteed minimum withdrawal benefit (VA+GMWB) strategy would complement their client’s investment portfolio.
The online workbook generates the client’s suggested retirement income portfolio, Nationwide announced. If a VA+GMWB is recommended, the online workbook suggests an amount to put into a variable annuity and the asset allocation within the product. The online tool provides a printout of the completed workbook for the adviser or client’s records.
Advisers can also send a one-page “fact finder” to the Income Planning Desk at Nationwide to get an IncomeInsight analysis.
To learn more about the IncomeInsight strategy or to get an IncomeInsight analysis, advisers should contact their Nationwide wholesaler.