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Exploring Social Security options with your clients
Social Security can be a complex topic. Deciding when and how to claim Social Security is one of the biggest retirement decisions your clients can make.
Our campaign tools help clients understand how Social Security retirement benefits work, how circumstances of their retirement can affect benefits, and the possibilities they have for optimizing their benefits.
Social Security client resources
Sound Strategy: Social Security
Flyer addressing common client concerns regarding Social Security
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Insights article – Answers to basic Social Security questions
Consumer focused article that outlines how retirement and age can affect benefits
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DOFU 10-2023
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