The Retirement Institute Planning Team provides both general information and consultations for financial professionals on retirement topics such as Social Security, Medicare, health care costs and tax-efficient retirement income.

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Think of the Planning Team when your clients come to you with specific questions such as:

“Should I file Social Security early, or does it make sense to wait?”

“I am almost 65 and am unsure about my Medicare options. Can you help me?”

“My friend told me about Roth conversions. Should I consider doing that?”

“Doesn’t long-term care insurance just cover nursing home costs?”

Materials and tools

The Planning Team can supply you with client-facing materials that help you break down and simplify retirement topics to facilitate better client understanding. This team also provides you with tools to create personalized client analyses and strategies.

Deep experience

Team members have an average of almost 30 years in the industry and are highly credentialed with designations such as CFP®, CLU®, ChFC® and RICP®.

One-on-one retirement topic consultation

Planning Team members offer comprehensive solutions. Our resources can position you as an indispensable expert to your clients. Take advantage of our expertise to differentiate yourself.

Nationwide and its representatives do not give legal or tax advice. An attorney or tax advisor should be consulted for answers to specific questions.
Team members are available by phone or by booking an appointment that fits your schedule.
Schedule a consultation.