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Social Security basics

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

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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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These are just a few of our client resources

Contact us for even more tools on a variety of retirement topics.

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Looking for more to share?

We offer additional topics to help keep your clients engaged.

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DOFU 10-2023