Social Security 360®: A Comprehensive Program To Guide Client Filing Decisions
Are you one of the 33% of advisors incorporating Social Security into your planning process? Did you know 57% of clients expect their advisor to provide Social Security advice and 93% of those clients said they would leave an advisor who didn’t provide Social Security advice?1
With 2,725 rules, Social Security is complex. Help simplify the complexity of Social Security with Nationwide's Social Security 360 program. The program offers client-ready education, tools and support to help you confidently build Social Security guidance into your business, and meet your clients' retirement income planning needs.
Client Tools and Resources
You have the opportunity to strengthen your clients’ plans for retirement with a robust, personalized Social Security filing strategy. Nationwide’s broad range of solutions is available to align with these plans and meet your clients’ unique needs.
Talk to your relationship manager, wholesaler or Retirement Institute Income Planning Team at 1-877-707-6360 to discuss your client's Social Security options.