Stand out as your clients' go-to resource for Social Security information by leveraging the Analyzer's personalized report that compares outcomes from up to 4 filing options.

More than a simple benefits calculator, the Analyzer clearly shows an optimal strategy, and helps you better integrate Social Security benefits into a client's overall income planning strategy.

By optimizing their filing decision, clients can receive a monthly benefit that's up to 77% higher than filing at age 62.1

Use the Social Security 360 Analyzer to:

Identify optimal filing strategies

Generate custom, client-ready reports

Evaluate break-even and cash-flow analyses

Appointed with Nationwide?

Log in to use the tool

Not appointed with Nationwide?

Access the tool

Fill out this form with your client's information to receive a custom client-ready report.

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Do you need help with the Social Security 360 Analyzer tool or with completing the fact finder?
Schedule a call or contact the Retirement Institute Planning team at 1-877-245-0763.

[1] "When to Start Receiving Social Security Benefits." Social Security Administration, www.ssa.gov/pubs/EN-05-10147.pdf.