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Couple interested in learning about Social Security.
Couple interested in learning about Social Security.

Bridge the Social Security information gap with clients

Social Security is a key element in almost everyone's retirement income plan and part of a goals-based approach to financial planning. We have resources that can help you educate clients, optimize benefits and identify products to fill any gaps.
Couple celebrating the fact that Social Security will help fund their retirement.
Help them make the most of their benefit

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

Help clients understand the timeframe for accessing Social Security so they have the information they need to maximize their benefits.
Birth to age 18
Children are eligible to receive retired parent or survivor's benefits.
Age 60
Reduced survivor benefits become available to spouses of deceased recipients.
Age 62
Reduced benefits are now available to anyone eligible to receive Social Security.
Age 67
Currently considered the full retirement age for anyone born in 1960 or later.
Age 70
The age at which all annual benefit increases are exhausted and benefits should begin.
A financial professional explaining information to clients.
Share your Social Security knowledge at a client event

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.

Interested in hosting a client event? Contact us now to get started.

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A financial professional explaining information to clients.
A financial professional exploring a client's options for Social Security.
See the big picture of Social Security in a retirement plan

Help ensure your client's retirement income plan is complete with a better understanding of how Social Security fits into the picture. Our comprehensive guide covers key concepts you should know - like when to file, calculating taxes, and Medicare and special situations.

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We’re here for you

Everyone deserves peace of mind when it comes to safeguarding what’s most important. 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.