A: With Nationwide ProAccount®, Wilshire Advisors, the Independent Financial Expert (IFE), adjusts your investments based on market conditions and your profile. But to make your strategy as tailored to you as possible, it helps to keep your information up to date. That’s where My Income & Retirement Planner® comes in.
In the Planner, you can share details about your current financial situation, goals and retirement timeline. Even small updates — like changes in income, savings or planned retirement age — can help us fine-tune your portfolio to better reflect your needs.
My Income & Retirement Planner® saves your progress, so you can update when it’s convenient, a few minutes at a time. If you don’t complete everything you’d like, you can return to continue later.
Here’s why it matters: ProAccount starts with a strong foundation, but it becomes more customized when you provide additional details. The more current your information, the more precisely your portfolio can be adapted to reflect your goals. The Independent Financial Expert (IFE) uses this data to refine your strategy using a forward-looking approach, so your account stays responsive to your life.
Using My Income & Retirement Planner® is flexible and fast — and one of the easiest ways to help keep ProAccount working its best for you.
