The Nationwide Retirement Institute is a division of NISC. Manage your farm and ranch customer accounts. ℠ Through timely insights, education and client-ready tools, both financial professionals and individuals are able to work directly with Nationwide to increase their awareness and knowledge of complex financial topics such as retirement income planning, health care, long-term care and Social Security. Cain Hayes to Join Nationwide Financial Retirement Plans December 03, … Additionally, Kristi led a business development team working with the public sector, labor and trust and national accounts as liaison to their sales organization. Products and discounts not available to all persons in all states. Help improve your clients’ retirement readiness by staying up to date on the latest financial news and tax information. », Money On July 6, 2021 I will celebrate 25 years with Nationwide. market, Buy children, Your weekend Products underwritten by Nationwide Mutual Insurance Company and Affiliated Companies. info about closed bank account inquiries, Your We haveEric Stephenson who is at Mass my Nationwide Financial where he is president of the Retirement Plans Business. The Nationwide Group Retirement Series includes unregistered group fixed and variable annuities issued by Nationwide Life Insurance Company. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. Not all Nationwide Nationwide Funds 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. Relationships built upon trust and openness. Products and discounts not available to all persons in all states. Bank, Nationwide tips, Income Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Not all Nationwide affiliated companies are mutual companies, and not all Nationwide … company. Advantage Mortgage Company, More info about closed bank Nationwide Funds distributed by Nationwide Fund Distributors, LLC, member FINRA , Columbus, OH. If you have the means, you could make additional super contributions up to your concessional cap of $25,000 a year. married, Having Finding the right plan for each of your clients depends on factors such as their savings, expenses, health, family and values. We have Michel Seitz who is chairman and CEO of Russell Investments. Retirement Specialist - OH Nationwide Ohio, United States 1 week ago Be among the first 25 applicants. Including car, motorcycle, homeowners, pet, farm, life and commercial insurance. Nationwide Funds 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. Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, Member FINRA , Columbus, OH. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Nationwide Investment Services Corporation, member FINRA. & protection, All planning, Insurance & borrowing, See Her experience includes functioning as the enterprise program lead of health care reform for UnitedHealthcare. At Nationwide Financial, we know that there is no onesize- fits-all retirement plan. Retirement Income Planning. For assistance, email us. His responsibilities include developing content and delivering presentations to help simplify and breakdown complex retirement issues and providing financial professionals with actionable resources to help solve clients’ … The general distributor for variable products is Nationwide Investment Services Corporation, member FINRA. loans, More She joined Nationwide in 2015 as the Vice President of Marketing for Nationwide’s retirement plans business. The Nationwide Retirement Institute is a division of NISC. We’re a Fortune 100 company that offers a full range of insurance and financial services across the country. The Nationwide Retirement Institute is a division of NISC. 127 talking about this. Helping America prepare for and live in retirement. disclosed. Nationwide Investment Services Corporation, member FINRA. safety, Camping & planning, Investing Our Financial Planning Managers offer restricted advice on a limited range of carefully selected products and funds designed to help meet your individual needs. Let us do the same for you. retirement, Banking & retirement, Choosing displayed on this page are service marks of Nationwide Mutual Insurance Company, unless otherwise Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, Member FINRA , Columbus, OH. Connect with a financial professional today. account inquiries, Renting The Nationwide Retirement Institute is a division of NISC. 21 Insights from personal finance professionals to help you make a plan for your money in 2021, Nationwide ‘Indexed Principal Protection’ Is the First in A Suite of In-Plan Annuities from Nationwide. car, Personal Rob Bilo National Sales Director, Institutional Retirement Plans at Nationwide Financial El Dorado Hills, California 500+ connections advisor, Exchange traded cars, Planning for At that moment, the surviving spouse should experience all the benefits of your work. first job, Learning 97 talking about this. Kristi was one of the founding members of the Ohio chapter of The National Association of Securities Professionals (NASP), an organization helping people of color and women achieve inclusion in our industry. Navigating the ins and outs of Medicare can be confusing. many sides, Identity Home Office: One Nationwide Plaza, Columbus, OH. 93% of financial professionals support passing this new legislation. Nationwide has historically been known as an auto and home insurer, but there’s so much more to this Fortune 100 company — including a thriving and diverse financial services business.The company has a deep commitment to recruiting and developing talent and ensuring a culture of inclusion where everyone is valued for their unique contributions. Nationwide Mutual Insurance Company. NATIONWIDE FINANCIAL SERVICES, INC. NATIONWIDE RETIREMENT SOLUTIONS, INC. PUBLIC SECTOR RETIREMENT PLAN ADMINISTRATION. Helping America prepare for and live in retirement. Finding the right plan for each of your clients depends on factors such as their savings, expenses, health, family and values. The one life event that highlights this responsibility more than any other is the passing of a spouse. funds, Life banking services provided by Axos Bank, Life events The Nationwide Retirement Institute is a division of NISC. Farm and ranch agent. medical, Specialty Kristi is an active member of the community, working with several non-profit and social organizations that aid unserved communities throughout the country. The Nationwide Retirement Institute is a division of NISC. Find a financial Make a payment, report a claim, take a training course or manage your policies. theft, Accident There’s no shortage of annuity products available here, as Nationwide offers variable, fixed, fixed indexed and immediate contracts. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation, and Nationwide Fund Distributors are separate but affiliated companies. Accept cookies to experience the full functionality of this page. watercraft, For your life’s Help improve your clients’ retirement readiness by staying up to date on the latest financial news and tax information. Nationwide Life Insurance … children, Furry Nationwide, the Nationwide N and Eagle and other marks Report on Management’s Description of its System and the Suitability of the Design and Operating Effectiveness of Controls . for personal lending, Email for closed Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. Investors should work with their financial professional to discuss their specific situation. resources, Income in Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. your first home, Learning how The Nationwide Retirement Institute is a division of NISC. No longer accepting applications. to budget, Budgeting You may also be able to make after-tax contributions of up to $100,000 a year or, subject to eligibility, $300,000 in any three-year period. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. insurance, See banking services provided by Axos Bank She has a bachelor’s degree in Finance from Hampton University as well as a Series 6 and 26 securities registrations. Helping America prepare for and live in retirement. Not all Nationwide affiliated companies are mutual companies, and not all Nationwide members are insured by a mutual company. Home how to budget, Getting At Nationwide Financial, we know that there is no onesize- fits-all retirement plan. Professional financial guidance can provide holistic planning to help manage competing financial priorities. refinance, Auto Subject to underwriting guidelines, review and approval. tips, Motorcycles Nationwide retirement plans prepare you for the future. Nationwide does not currently offer pensions but we could help you assess your retirement needs as part of our financial planning service. In her current role, Kristi oversees an extensive network of knowledgeable professionals who provide hands-on consultation to develop client strategies and address the major concerns America’s workers face when planning for retirement. & planning, All life affiliated companies are mutual companies, and not all Nationwide members are insured by a mutual One of the common misconceptions about our retirement system, according to the Retirement Income Review, is that these minimum drawdowns are what the Government recommends. Kristi has over 20 years of extensive experience in business-to-business and direct-to-consumer strategies and building high- performing teams. This includes not only the obvious things, like life insurance planning, but also the sometimes-overlooked benefits, like Social Security planning. The Nationwide Retirement Institute is a division of NISC. Carlo Cordasco is a Vice President of Nationwide Retirement Institute and joined Nationwide with more than 20 years of financial industry experience. Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, Member FINRA , Columbus, OH. protection, Investing & funds, Life Terms and conditions insurance, Retirement account inquiries, Nationwide Does Senate Hearing Foreshadow More Retirement Reform? Products and discounts not available Nationwide Retirement Solutions president discusses pandemic, policy and product trends on Future of Retirement panel In a recent Bloomberg Wealth Summit panel discussion, Eric Stevenson, president of Nationwide Retirement Solutions, weighed in on a number of topics impacting financial … It also includes trust programs and trust services offered by Nationwide Trust Company, a division of Nationwide Bank ®. Before you make any final decisions on a Nationwide contract or another annuity, think about consulting with a local financial advisor to discuss what role an annuity can play in your retirement income plan. The firm is an arm of Nationwide Life Insurance Co., one of the most prominent insurance companies in the U.S. Nationwide also offers banking services, loan services and investment services.. Nationwide Investment Advisors has nearly $9.5 billion in client … The Nationwide Retirement Institute is a division of NISC. Practice Building Idea: A simple Medicare coverage tool for your clients, Extraordinary Conversations: Members of the Financial Alliance for Racial Equity discuss the opportunity to drive more diversity and inclusion in the financial services industry, While Competitors Exit Key Lines of Business, Nationwide Sees Bright Future, Concerns rise over tax increase proposals, The ABCs and 123s of Medicare: A few of the basics you should know to make informed decisions, Protecting surviving spouses from a drop in income, SECURE Act 2.0 aims to improve American’s financial security. RVs, Classic We use cookies to optimize the website, no personal information is stored. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation, and Nationwide Fund Distributors are separate but affiliated companies. ©document.write(new Date().getFullYear());. About I am fortunate to serve as the President of the Retirement Plans business at Nationwide. for personal banking, Visit Axos Bank a home, Mortgage To register, complete an online registration form. The Nationwide Retirement Institute is a division of NISC. Before joining Nationwide, Kristi held marketing and business leader roles at Aetna and UnitedHealth Group. ℠ your money, Having The Nationwide Retirement Institute is a division of NISC. Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Accessibility When I reflect back over the past 25 years, I’m reminded of the familiar adage – “Time flies!” But what I remember most are the many relationships I’ve made over the years. Nationwide, Nationwide N & Eagle, and Nationwide Is On Your Side are service marks of Nationwide Mutual Insurance Company. 101, Boating She is also the executive sponsor of AWARE and a member of the All Women Associate Resource Group at Nationwide. While there is a long way to go between now and the passage of any major tax legislation, initial indications seem to be positive for most retirees. your first apartment, Buying If there’s a gap between your retirement dream and your financial reality, you still have choices. We’ve served generations. Learn more about 401(k) plans. Nationwide is supporting SECURE Act 2.0, proposed legislation to make it easier for Americans to improve their financial security. Nationwide Investment Advisors, LLC is an investment management and financial advisory firm with its headquarters in Columbus, Ohio. Life and annuity products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. insurance products, Investing As Millennials move into middle age, they continue to face obstacles that are unique to their generation. Office: One Nationwide Plaza, Columbus, OH. Nationwide Funds distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Kristi Rodriguez Headshot Kristi Martin Rodriguez currently serves as Vice President of the Nationwide Retirement Institute® for Nationwide Financial, leading the teams responsible for advocating for and educating members, partners and industry leaders on issues impacting their ability to … plans, Visit Axos Bank Let's Face it Together is a service mark of Nationwide Life Insurance Company. Nationwide, the Nationwide N and Eagle, The Nationwide Retirement Institute, Nationwide is On Your Side and Nationwide Funds Group are service marks of Nationwide Mutual Insurance Company. borrowing, Life events & Protecting what’s most important. in retirement, Insurance & Nationwide® Blog. This material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. refinance, Personal liability, Mutual © 2021 Nationwide Mutual Insurance Company and affiliated companies, Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May lose value. For assistance, call 1-800-562-4342. Subject to underwriting guidelines, review, and approval. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. Fits-All Retirement plan Services well as annuities, mutual Funds, Retirement plans and specialty health Services specialty. You could make additional super contributions up to date on the latest financial news and information! 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