Bridge the Social Security information gap with clients
Ensure clients understand Social Security and maximize their benefits since, on average, it provides beneficiaries 40% of their pre-retirement income.1 Your efforts can yield long-term benefits for clients and enhance your value as a trusted retirement resource.
Timing is everything with Social Security
Position yourself as the 'go-to' resource for your clients' retirement planning needs by hosting an informational session on Understanding Social Security. We'll provide everything you'll need to be successful from invitations to presentation, including this helpful client workbook.
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