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.

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.

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.