Wealth insights and planning Life Insurance is issued by Nationwide Life Insurance Company and Nationwide Life and Annuity Insurance Company, Columbus,

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Presentation transcript:

Wealth insights and planning Life Insurance is issued by Nationwide Life Insurance Company and Nationwide Life and Annuity Insurance Company, Columbus, Ohio. Nationwide, the Nationwide N and Eagle, Nationwide is on your side, and Land As Your Legacy are service marks of Nationwide Mutual Insurance Company. © AGM-0442AO

The opinions expressed are being provided for informational purposes only and are not intended to provide specific advice or recommendations for any individual. Neither Nationwide nor its representatives give legal or tax advice. For specific guidance on how to apply this information to your particular circumstances, you should contact your insurance, legal, tax or financial professional. This presentation was not intended by the author to be used — and cannot be used — by anybody for the purpose of avoiding penalties that may be imposed on you pursuant to the Internal Revenue Code. The information contained herein was prepared to support the promotion, marketing and/or sale of life insurance contracts, annuity contracts and/or other products and services provided by Nationwide Life Insurance Company. Donald Schreiber is a registered representative of Nationwide Investment Services Corporation, member FINRA. In MI only: Nationwide Investment Svcs. Corporation Nationwide agents are licensed to sell insurance products, and some are licensed with Nationwide Securities, LLC to sell securities products. Securities offered through Nationwide Securities, LLC, member FINRA, SIPC. DBA Nationwide Advisory Services, LLC in AR, FL, IL, NY, TX and WY. Representative of Nationwide Life Insurance Company, affiliated companies and other companies. A FEW THINGS YOU SHOULD KNOW

1Overview of wealth 2Wealth insights, including managing recent wealth 3Creating and following a financial plan, step-by-step 4How Nationwide can help 5Questions and feedback WHAT’S ON THE AGENDA?

WEALTH AND YOUR VALUES 1What is wealth, really?

ACCUMULATION VERSUS WINDFALL 1What is wealth, really? AW

2Initial steps to consider A DECISION-FREE TIME OUT START CONSERVATIVE BE DISCREET START THE PLANNING PROCESS

3A plan for managing wealth Identify your values, goals and objectives. Get financially organized. Assemble a team of advisors. Analyze your current situation. 1234

3A plan for managing wealth (continued) Devise a financial and estate plan. Implement your plan. Review your plan periodically. 567

Overspending Bad investments: predators Family, friends and creditors Solicitations (even when genuine) Fuel for bad habits 3 Having a plan can help you avoid common mistakes

NATIONWIDE CAN HELP WHAT’S IMPORTANT TO YOU – WHAT DO YOU VALUE WHAT DO YOU WANT TO ACCOMPLISH HOW CAN YOUR FINANCIAL PLAN HELP WHAT DO YOU WANT YOUR LEGACY TO BE

Wealth insights Types of wealth Some common mistakes Before you plan The planning process Consider starting your plan now JUST TO RECAP