The Power of Social Security
Overwhelmed by Social Security? We can help.
Confusing. Convoluted. Intimidating. Social Security can be a difficult topic for investors—and even financial professionals. Use these resources to build your clients’ confidence in Social Security as you guide them to a thoughtfully curated retirement income strategy.
Harness the Power of Social Security to enhance your business
Learn how simplifying Social Security can help you grow your practice with this presentation aimed at financial professionals.
The Power of Social Security companion client workbook
Get your clients started with the basics of Social Security in this interactive workbook that accompanies the end-investor presentation.
Social Security household profiles
Help your clients maximize their Social Security claiming strategy—no matter what their household looks like—with these guides to who’s eligible for what benefits and how to calculate them.
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