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About Nationwide Retirement Institute
Stand out as your clients' go-to resource for Social Security information by leveraging the Analyzer's personalized report that compares outcomes from up to 4 filing options.
More than a simple benefits calculator, the Analyzer clearly shows an optimal strategy, and helps you better integrate Social Security benefits into a client's overall income planning strategy.
By optimizing their filing decision, clients can receive a monthly benefit that's up to 77% higher than filing at age 62.1
Use the Social Security 360 Analyzer to:
Identify optimal filing strategies
Generate custom, client-ready reports
Evaluate break-even and cash-flow analyses
Fill out this form with your client's information to receive a custom client-ready report.
View an example of the personalized Social Security report your clients will receive after completing a fact finder.
Do you need help with the Social Security 360 Analyzer tool or with completing the fact finder?
Schedule a call or contact the Retirement Institute Planning team at 1-877-245-0763.