When building comprehensive retirement income plans, Social Security is a crucial element that is often overlooked. Our resources can help you educate clients, optimize benefits and identify products to fill any gaps.
Learn the basics of Social Security
Integrating Social Security benefits into your planning process provides clients with a comprehensive and accurate view of their potential retirement income. Use this guide to incorporate Social Security benefits into your clients’ retirement strategies for a more thorough financial outlook.
Timing is everything
Help clients understand the timeframe for accessing Social Security so they have the information they need to maximize their benefits.
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Optimize client outcomes
Use this structured workbook to streamline Social Security analysis and support thorough, individualized client planning.
Other related topics
Understanding the basics of Medicare
Retirement income risks to help clients avoid
Unlock clients' full retirement potential with Protective%%®%% Dimensions V variable annuity
We’re here for you
We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
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