It’s a fact: 57 percent of people look to their financial advisor 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.
Married couples could have between 10 and 12 options to consider, and making a plan could increase lifetime benefits between 5 and 20 percent.
Clients getting it right on their own is almost impossible. That’s why they turn to you.
And that’s why you turn to us. We are here to work with you as your trusted resource in learning more about Social Security or to partner with your firm to offer these services. With our help, you will master the rules that help you learn these tips and more:
People are living longer, and breakeven analysis fails to take into consideration this longevity protection. You alone could help clients maximize benefits up to $15,000 per day.
In fact, an average couple could receive $1 million if they live to 85.
But most people think short-term, about running out of money or how to “get my money back.” Even more – 80 percent – claim before full retirement age and leave money on the table.
We help you teach clients to think of Social Security as:
• An annuity you cannot outlive
• Protected against inflation, market and longevity
• An asset, not a benefit
• Playing a role in preserving the purchasing power of all assets
Contact us today to continue your education of the Social Security system or to partner with us to
bring these services to your clients
