The Nationwide Retirement Institute® offers access to planning tools and consultative support through our three special teams. They can help you solve complex retirement issues and clarify advanced planning scenarios as you work with your clients.
To reach any of these teams, first contact the Income Planning Team at
Retirement Institute Thought Leadership Consultants
Our professional thought leaders have deep industry experience spanning a diverse range of financial health and retirement planning topics that include Social Security planning, long-term care, health care costs in retirement, tax-efficient retirement income, women and investing and capital market insights. The team is in the field and offers professional seminars and client events.
Income Planning Team
The team is available online and on the phone to help you talk through complex retirement income strategies as you prepare your clients for the transition to retirement. In addition to supporting our thought leadership programs such as Social Security Planning, Health Care, Long-Term Care, and Retirement Income Planning, we offer education and knowledge about retirement planning scenarios.
Advanced Consulting Group (ACG)
When your clients have advanced wealth transfer or estate, retirement, trust or business planning needs, ACG can help with technical case consultation. The team, which is comprised of highly trained JDs, accountants and CPAs, offers planning solutions and collaborative resources to you, your clients and their legal or tax advisors.
