Nationwide Financial continues educational offerings with Advanced Income Planning Strategies meetings
Third set of income distribution sessions for investment professionals includes client-approved materials
COLUMBUS, Ohio — Nationwide Financial Services, Inc. (NYSE: NFS) is continuing its income planning educational push for independent broker-dealers with more than 40 Advanced Income Planning Strategies meetings that will take place throughout the country between Oct. 3 and Nov. 15.
“These meetings continue our focus on providing investment professionals with income strategies for clients as they prepare for and enter retirement,” said John Carter, president of Nationwide Financial Distributors, Inc.
Although Nationwide conducted Income Decision I and II meetings earlier in the year, Carter noted that new information will be shared in the Advanced Income Planning Strategies sessions. One key addition will be the availability of income planning materials that have been approved for use with clients.
“We’ve gone one step further in these sessions by providing materials that investment professionals can use with their clients, in addition to the hands-on training they’ll receive in the meetings,” said Carter.
Similar to the previous Income Decision seminars, the new meetings will
also include study group sessions, where advanced case studies are
reviewed to demonstrate different income planning solutions
given an individual’s financial situation. All attendees receive a workbook that includes the case studies and a CD containing the client-approved materials.
Carter said feedback from investment professionals after the previous two rounds of Income Decision helped determine the format for the Advanced Income Planning Strategies sessions. “These sessions have continued to evolve based on valuable input we’ve received from investment professionals who have attended previous meetings,” said Carter. “We want to be sure we’re providing them with the information and materials they’re looking for when it comes to retirement income strategies for their clients.”
The first round of Income Decision seminars included 100 meetings over a 10-week period between January and March, followed by more than 70 Income Decision II seminars held throughout May and June.
In addition to review and discussion around case studies, the sessions consist of an overview of distribution planning risks, including longevity, inflation and investments, and a review of the type of products available in the marketplace to address those risks.
Investment professionals interested in additional information or attending an Advanced Income Planning Strategies session can call 1-866-234-2314 or e-mail email@example.com.
About Nationwide Financial®
Nationwide Financial Services, Inc. (NYSE: NFS), a publicly traded company based in Columbus, Ohio, provides a variety of financial services that help consumers invest and protect their long-term assets, and offers retirement plans and services through both public- and private-sector employers. It’s part of the Nationwide group of companies, which offers diversified insurance and financial services. The group is led by Nationwide Mutual Insurance Company, which is ranked No. 98 on the Fortune 100 based on 2005 revenue1. For more information, visit http://www.nationwide.com/.
Nationwide, the Nationwide Framemark and Nationwide Financial
are federally registered service marks of Nationwide Mutual Insurance
1 Fortune, April 2006
Annuities and life insurance products are underwritten by Nationwide Life Insurance Company and Nationwide Life and Annuity Insurance Company, Columbus, Ohio. The general distributor for variable annuity contracts and variable life insurance policies is Nationwide Investment Services Corporation. In MI Only: Nationwide Investment Svcs. Corporation.