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.
Flyer addressing common client concerns regarding Social Security
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Consumer focused article that outlines how retirement and age can affect benefits
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View the libraryFor financial professional use only. Not for use with the public. This material may not be reproduced in any form where it is accessible to the general public.
DOFU 10-2023
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