Women and Social Security
Whether it’s longevity or more years out of the workforce, women face unique retirement planning challenges. Help them develop a strategy that optimizes their Social Security benefit.
Women and Investing Planning Checklist
Use this questionnaire to help your female clients identify potential gaps and opportunities for their retirement planning.
Women and Investing Resources
From Social Security and health care to legacy planning or divorce, Nationwide offers resources and tools to help financial advisors address the unique needs of their female clients.
Women and Finances Infographic Gallery
Share these 11 helpful infographics to help start retirement conversations with your female clients.
Social Security Optimization
The Social Security 360® program from Nationwide offers two ways to help you identify optimal filing strategies based on your clients’ unique needs.
Social Security 360 Analyzer® Tool
Determine optimal Social Security filing strategies and generate custom reports for your clients with a helpful tool from Nationwide®. Sign up for a 30-day trial.
Simplify Social Security Filing Options
Learn three key considerations your clients should make as they begin to plan their Social Security filing decision.
Social Security Article: How to Fix a Mistake
Most clients file for Social Security before full retirement age, which could be a mistake. Learn four ways clients can change or alter their benefits.
About Social Security 360® Program
Discover an end-to-end client-ready solution that brings together education, expertise and a tool to help your clients optimize their Social Security income.
Nationwide® Health Care Cost Assessment
Health care will likely be a client’s biggest expense in retirement. Nationwide provides a Health Care Cost Assessment to help estimate these costs.