Our Social Security 360 Analyzer® is a comprehensive and robust aid to help you demonstrate your expertise and guide your client through filing decisions to the retirement planning discussion. Use it to:
Identify Social Security filing strategies for your many unique clients
Position Social Security in the context of their retirement income needs
Generate a client-ready PDF report to guide your conversations and provide them with specific filing instructions
Here are some samples of the output you'll get from our Social Security tool.
Our Income Planning Specialists are available to answer your questions as you use the tool or to run client reports for you. Call us at 1-877-707-6360 if you need help.
Our tool generates a client-ready report that can help you guide the Social Security conversation.
You must be an advisor appointed with Nationwide Financial and registered to use the Sales and Service Center. Note: Social Security 360 Analyzer® may not be available to some advisors at the request of their firm.