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
Read articleContact us for even more tools on a variety of retirement topics.
We offer additional topics to help keep your clients engaged.
View moreDOFU 10-2023
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