Donate
Description
With limited other resources, clients are turning to their financial professionals for advice on Social Security. Advisors who can provide education and guidance on Social Security as part of the retirement planning process are more likely than their peers to retain retiring clients, grow share of wallet and gain referrals.
Learning Objectives
• Identify the Social Security retirement benefits available to their clients including spousal and survivor benefits as well as benefits for divorced individuals. • Help their clients create collection strategies while optimize lifetime benefits including file and suspend and collect now/collect more later strategies. • Help their clients speak the language when discussing options with the Social Security Administration.