As changes come down affecting Social Security, we are here to break down what they mean for you. Check here first for the latest information and white papers you need to know to assist your clients in filing for Social Security benefits at the right time.
Mastering Spousal Benefits
Married couple planning needs to be handled carefully. Either spouse’s election relating to his or her own worker benefit can limit planning options. As a trusted financial professional, you help couples navigate the issue of early or delayed election and can help them receive larger benefits. We are here to help you learn the intricacies of these situations to maximize the services to your clients.
Educating Yourself on Social Security
It’s a fact: 57 percent of people look to their financial professional to help them analyze their Social Security options. If you can’t help them, they look for someone else. You need to advise your clients the right way. Too many people take the wrong benefit at the wrong time and it’s always smaller – and it’s forever.
Top 10 Reasons Clients Need You
Too many people go into retirement thinking they understand all there is to know about Social Security. That rarely is the case. That’s why they turn to you, their trusted financial professional. The more you learn about Social Security and the more resources you utilize can help these clients make the right decisions at the right times to maximize their Social Security benefits.
© 2019 Mister Social Security
Mister Social Security is not affiliated with or endorsed by the Social Security Administration.
Mister Social Security is not affiliated with or endorsed by the Social Security Administration.