Why You Need to Plan

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 you need to know to assist your clients in filing for Social Security benefits at the right time.

Educating Yourself on Social Security

March 2, 2016

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 You Need Advice

March 1, 2016

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.