In a profession where patience is often a virtue, it’s important for you to remain vigilant and proactive during the tax reform process. To help you navigate new changes in the tax code as they occur, Lincoln’s Tom Commito, our resident estate and tax planning expert, provides his perspective on the reforms and equip you with the insights you’ll need to help your clients stay on track toward their goals. Read more.
AgeLess: A Prescription for Healthy Aging
Dr. Bob Pokorski, Vice President & Medical Director, Individual Life Insurance, has given over 1,000 presentations worldwide and has spoken at some of the industry’s biggest events. His newest presentation, an uplifting message created specifically for consumer events, is AgeLess: A Prescription for Healthy Aging.
Dr. Bob shares 7 steps that may help increase our chances of living a longer, healthier life, plus tips for maintaining a solid financial foundation as we age. He encourages consumers to work with their financial professionals to better plan for the possibility of a longer and more fruitful life.
Sequence of Returns Matter
The order of returns has an impact on how long a portfolio will last if the portfolio is in the distribution stage and if a fixed amount is being withdrawn from the portfolio. See sample scenarios.
Video: Elevate Your Retirement Income with Nationwide Life Insurance
Using Nationwide life insurance as the foundation, you can reduce the impact of taxes while providing the protection of a death benefit. Elevate your retirement income to live the retirement lifestyle you desire. Watch video.
Economic Outlook Better, Uncertainty High
Attached is the February 2017 Monthly Economic Dashboard from Nationwide Economics and the Nationwide Retirement Institute. We present this quick reference guide as a simplified view of the key factors affecting the economy and financial markets placed in some historical context.
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