New Client Insights and Opportunities with Social Security

Overview

[On-Demand Only]

**If you have previously registered for this event, please click here, and log-in using the email you registered with to access the on-demand console**

Sponsored by:

For many older Americans, filing for Social Security can be daunting and confusing. In fact, a Nationwide® study revealed that 72% of them would likely switch to an advisor who could help them maximize their benefits in the future**. For savvy financial advisors, this represents an opportunity to strengthen relationships with their clients by opening the channels of communication about Social Security.

Join this complimentary webcast to discover:

  • Insights from a 2018 consumer survey on Social Security and get a pulse on your clients’ attitudes and needs
  • Beneficial Social Security considerations and filing strategies
  • Tools and resources to help you optimize your clients’ Social Security income

Register Now!

**Social Security consumer survey conducted by Harris Poll on behalf of the Nationwide Retirement Institute, 2018.

Featured Speakers: 

Troy Simmons Vice President Nationwide Retirement Institute®

 

Troy Simmons has more than 20 years of financial industry experience. As a Vice President of the Nationwide Retirement Institute, Troy is dedicated to educating advisors, clients, plan sponsors and plan participants about the latest in retirement income planning trends. He stimulates the thinking and actions of professionals as they navigate the changing world of retirement. Troy annually addresses thousands of financial professionals, clients, and plan participants, and his sessions are customized to meet the needs of each group.

Troy is a graduate of Western Michigan University, where he majored in Business Administration. He also completed the Harvard Graduate School of Business’ Summer Venture in Management Program. Troy holds FINRA series 7, 63 and 26 licenses as well as a CLTC designation. He presents on a wide range of topics including Social Security, Medicare, health care and long-term care, the Affordable Care Act, the DOL Fiduciary Rule and retirement income planning.

Over his years in the financial services industry, Troy has been consistently recognized as a top performer. Since joining Nationwide, he was named Team Player of the Year by the Nationwide Retirement Institute and has qualified for Presidents Council multiple times. He was a Chairman’s Club recipient numerous times in previous sales leadership roles at Allstate, received several Outstanding Sales Achievement Awards and two Peer Recognition Awards. In 2016, he was part of two finalist teams that won over $1 Billion in new Retirement Plan assets for Nationwide.

Troy resides in Las Vegas, NV where you may find him enjoying a round of golf. He was a Co-Chair for Nationwide’s 2015 United Way Campaign and is an advocate for the Crusade for Cures Foundation.

Marc Kiner Co-Founder & President, Premier Social Security Consulting

 

Marc is currently part owner and President of Premier Social Security Consulting.  Marc is also a certified instructor for the National Social Security Advisors program.  Marc created and developed the National Social Security Advisor certification program with his partner, Jim.  

Marc has more than 30 years’ experience in public accounting. Marc recently sold his CPA practice to concentrate on Social Security.  His primary areas of service were to privately held businesses and individuals. Marc also consulted with clients on a variety of complex tax and business issues.  

Marc obtained his Bachelor of Science Degree in Accounting and Finance and a Master’s Degree from the University of Cincinnati. He is licensed to practice as a CPA in the State of Ohio.  Marc is the President of Premier Social Security Consulting LLC and the President and on the board of National Social Security Association, LLC. Marc is a supporter of Crayons to Computers, a free store for teachers.  Marc lives in Cincinnati with his two sons, Jeremy, 27 and Aaron, 21.

Nationwide and ThinkAdvisor are separate and non-affiliated companies.

Nationwide does not control any third party presenting information and is not responsible for their comments. Sponsorship of a third party does not imply endorsement of the information presented. Views and opinions are those of the speaker and do not necessarily represent the opinions of Nationwide.

Nationwide Investment Services Corporation, member FINRA, Columbus, OH. Nationwide Retirement Institute is a division of Nationwide Investment Services Corporation.

Nationwide and the Nationwide N and Eagle are service marks of Nationwide Mutual Insurance Company. ©2018 Nationwide.

NVF-1363AO (04/18)