Clarifying the Complex from Nationwide

Chuck Rolph talks about the qualified plan opportunity that was created by Internal Revenue Code section 199A.

Anne Meagher and Brian Richardson or the Nationwide Business Solutions Group are back to wrap up their series on nonqualified plans. In this episode they discuss accounting considerations for nonqualified plans.

Anne Meagher and Brian Richardson of the NBSG talk about formulating a nonqualified plan and the information an advisor will want to gather when determining if it's right for their client. They also discuss other aspects of the plan and the associated tax issues.

Steve Hamilton discusses this important part of the Land As Your Legacy transition process.

We discuss corporate owned life insurance with the ACG's Anne Meagher and Brian Gefvert of the Nationwide Business Solutions Group pops in to talk about the company's buying COLI and how it's different than other life insurance products.

Anne Meagher and Tom Duncan of Nationwide’s Advanced Consulting Group continue their discussion on the new tax reform law. Part two features an overview and analysis of the changes centered around the taxes for individuals.

Anne Meagher and Tom Duncan of the Advanced Consulting Group join Chad Queen to discuss the highlights and offer some analysis of the new tax reform law. In part one, Anne and Tom discuss the relevant changes in business taxes.

Chuck Rolph and Christine Cushman of the Advanced Consulting Group join Chad to explain cash balance plans, their history and how they work.

We count down ten big annuity mistakes with the ACG's Ken Boothe. In this first of two parts, Ken talks about naming the client's estate as beneficiary, taking distributions too soon and much more.

Chad Queen talks with the ACG's long-term care specialist Shawn Britt on baby boomers and the LTC crisis that is informal care giving.