PLANADVISER - May/June 2018 - 36
sales champion
Key Partnerships
W
ith the sheer quantity of survey findings and
statistics tossed around in the retirement planning
industry today, all the figures can start to blur
together. However, sometimes a data point clearly stands out.
Tina Ambrozy, president of sales and distribution at
Nationwide in Columbus, Ohio, points to one such finding,
taken from a recent survey her firm conducted in partnership
with Harris Poll. According to this survey of more than
1,000 U.S. workers, only 13% of older adults say they have
a financial adviser who gives them Social Security advice.
The firm recently published the findings in " The Nationwide
Retirement Institute®
alongside a free Social Security 360 Analyzer tool.
" It's not that they don't want the advice, " Ambrozy notes.
" Nearly three in four future retirees currently working with
a financial adviser say they would likely switch to work with
an adviser who can help them maximize their Social Security
benefits. It's easy to see why. Those who work with a
knowledgeable financial adviser report receiving over 20%
more in Social Security benefits per month[-$1,500 vs.
Consumer Social Security PR Study, "
How to win new clients via novel planning capabilities
$1,234-]than those who don't. "
According to the survey, most current retirees drawing
Social Security income say they relied solely on the Social
Security Administration (SSA) prior to retiring to identify
their maximum monthly benefit. However, Social Security
filing strategies are quite complex and can be far more effective
when highly personalized, Ambrozy says. Beyond this,
the Social Security staff is not even technically allowed to
give advice to individuals; instead they can offer only " information "
to near-retirees.
" Social Security is, undoubtedly, one of the most complex
retirement topics facing American workers, and most are
likely unable to grasp the thousands of rules that apply to
[it], " Ambrozy concludes. " Preparing for retirement holistically
by working with advisers and online tools can help
adults maximize their benefit and achieve personal goals. "
For retirement specialist advisers, the message should
be clear: Social Security know-how presents a real opportunity
for growth and differentiation. Whatever the exact
pathway, when advisers can connect their clients to such
36 | planadviser.com may-june 2018 Art by David Huang
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PLANADVISER - May/June 2018
Table of Contents for the Digital Edition of PLANADVISER - May/June 2018
Key Partnerships
Clean Shares' Popularity
The Retirement Purse
The Power of Hosting Events
A New Best Interest Model
Limited Liability of a Trustee
Rollover Recommendations
PLANADVISER - May/June 2018 - C1
PLANADVISER - May/June 2018 - FC1
PLANADVISER - May/June 2018 - FC2
PLANADVISER - May/June 2018 - C2
PLANADVISER - May/June 2018 - 1
PLANADVISER - May/June 2018 - 2
PLANADVISER - May/June 2018 - 3
PLANADVISER - May/June 2018 - 4
PLANADVISER - May/June 2018 - 5
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PLANADVISER - May/June 2018 - 33
PLANADVISER - May/June 2018 - 34
PLANADVISER - May/June 2018 - 35
PLANADVISER - May/June 2018 - Key Partnerships
PLANADVISER - May/June 2018 - 37
PLANADVISER - May/June 2018 - 38
PLANADVISER - May/June 2018 - 39
PLANADVISER - May/June 2018 - 40
PLANADVISER - May/June 2018 - 41
PLANADVISER - May/June 2018 - Clean Shares' Popularity
PLANADVISER - May/June 2018 - 43
PLANADVISER - May/June 2018 - The Retirement Purse
PLANADVISER - May/June 2018 - 45
PLANADVISER - May/June 2018 - 46
PLANADVISER - May/June 2018 - 47
PLANADVISER - May/June 2018 - The Power of Hosting Events
PLANADVISER - May/June 2018 - 49
PLANADVISER - May/June 2018 - A New Best Interest Model
PLANADVISER - May/June 2018 - Limited Liability of a Trustee
PLANADVISER - May/June 2018 - Rollover Recommendations
PLANADVISER - May/June 2018 - C3
PLANADVISER - May/June 2018 - C4
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