Keeping your needs in mind
Since you're already working with an investment professional, he or she knows your needs the best. The conversations you've had provide the background knowledge needed to make good recommendations. Consider calling your investment professional to talk about which Nationwide products or services might be right for you.
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An important relationship
What's most important is that you're comfortable your current investment professional is looking out for your best interests.
The more you talk to him or her about your future plans and dreams, the better opportunity for you to get on-target information.
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