Third set of income distribution sessions for investment professionals
includes client-approved materials
COLUMBUS, Ohio, Oct. 9 /PRNewswire-FirstCall/ -- Nationwide Financial
Services, Inc. (NYSE: NFS) is continuing its income planning educational
push for independent broker-dealers with more than 40 Advanced Income
Planning Strategies meetings that will take place throughout the country
between Oct. 3 and Nov. 15.
"These meetings continue our focus on providing investment
professionals with income strategies for clients as they prepare for and
enter retirement," said John Carter, president of Nationwide Financial
Distributors, Inc.
Although Nationwide conducted Income Decision I and II meetings earlier
in the year, Carter noted that new information will be shared in the
Advanced Income Planning Strategies sessions. One key addition will be the
availability of income planning materials that have been approved for use
with clients.
"We've gone one step further in these sessions by providing materials
that investment professionals can use with their clients, in addition to
the hands- on training they'll receive in the meetings," said Carter.
Similar to the previous Income Decision seminars, the new meetings will
also include study group sessions, where advanced case studies are reviewed
to demonstrate different income planning solutions given an individual's
financial situation. All attendees receive a workbook that includes the
case studies and a CD containing the client-approved materials.
Carter said feedback from investment professionals after the previous
two rounds of Income Decision helped determine the format for the Advanced
Income Planning Strategies sessions.
"These sessions have continued to evolve based on valuable input we've
received from investment professionals who have attended previous
meetings," said Carter. "We want to be sure we're providing them with the
information and materials they're looking for when it comes to retirement
income strategies for their clients."
The first round of Income Decision seminars included 100 meetings over
a 10-week period between January and March, followed by more than 70 Income
Decision II seminars held throughout May and June.
In addition to review and discussion around case studies, the sessions
consist of an overview of distribution planning risks, including longevity,
inflation and investments, and a review of the type of products available
in the marketplace to address those risks.
Investment professionals interested in additional information or
attending an Advanced Income Planning Strategies session can call
1-866-234-2314 or e-mail income06@nationwide.com.
About Nationwide Financial(R)
Nationwide Financial Services, Inc. (NYSE: NFS), a publicly traded
company based in Columbus, Ohio, provides a variety of financial services
that help consumers invest and protect their long-term assets, and offers
retirement plans and services through both public- and private-sector
employers.
It's part of the Nationwide group of companies, which offers
diversified insurance and financial services. The group is led by
Nationwide Mutual Insurance Company, which is ranked No. 98 on the Fortune
100 based on 2005 revenue(1). For more information, visit
http://www.nationwide.com.
Nationwide, the Nationwide Framemark and Nationwide Financial are
federally registered service marks of Nationwide Mutual Insurance Company.
(1) Fortune, April 2006
Annuities and life insurance products are underwritten by Nationwide
Life Insurance Company and Nationwide Life and Annuity Insurance Company,
Columbus, Ohio. The general distributor for variable annuity contracts and
variable life insurance policies is Nationwide Investment Services
Corporation. In MI Only: Nationwide Investment Svcs. Corporation.
Contacts:
Jeff Whetzel (614) 249-6354
whetzej@nationwide.com
Jeff Botti (614) 249-6339
bottij@nationwide.com
SOURCE Nationwide Financial Services, Inc.
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Related links:
http://www.nationwide.com
http://www.prnewswire.com/comp/607050.html /
CONTACT:
Jeff Whetzel, +1-614-249-6354, or
whetzej@nationwide.com, or Jeff Botti, +1-614-249-6339, or
bottij@nationwide.com, both of Nationwide Financial Services,
Inc.
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