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Financial Planning > Tax Planning

Nationwide Communications To Focus On Protection

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NU Online News Service, Aug. 30, 11:11 a.m. – Nationwide Financial Services Inc., Columbus, Ohio, says it will be emphasizing “protection” in its new sales materials for independent financial planners.

Nationwide developed the new, security-based campaign because of survey results showing that high-income professionals are more worried about risk than they used to be.

Today, “a majority of high-income investors say they are unwilling to take substantial financial risk for substantial gain,” Nationwide says.

Nationwide will talk about investment protection in marketing and educational materials distributed from August to October; tax protection in materials distributed from November 2002 to January 2003; and family protection in materials distributed from February 2003 to April 2003.

The investment protection materials will focus on asset allocation and market volatility, and the tax protection materials will focus on tax deferral, rollovers and wealth transfer.

The family protection materials will discuss distribution planning, extended individual retirement accounts, spousal-protection IRAs and death-benefit features, Nationwide says.


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