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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

Social Security quick guide

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Helpful quick reference tool for current program values

Download guide

Sound Strategy: Social Security

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Flyer addressing common client concerns regarding Social Security

Download flyer

Insights article – Answers to basic Social Security questions

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Consumer focused article that outlines how retirement and age can affect benefits

Read article

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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For financial professional use only. Not for use with the public. This material may not be reproduced in any way where it would be accessible to the general public.

DOFU 11-2020