When building comprehensive retirement income plans, Social Security is a crucial element that is often overlooked. Our resources can help you educate customers, optimize benefits and identify products to fill any gaps.
Learn the basics of Social Security
Integrating Social Security benefits into your planning process provides customers with a comprehensive and accurate view of their potential retirement income. Use this guide to incorporate Social Security benefits into customers’ retirement strategies for a more thorough financial outlook.
Social Security resources to help you connect with customers
Apply informed Social Security strategies to customers’ plans for retirement with tools that offer clear guidance—from key insights to practical checklists—for better retirement outcomes.
8 things you should know about Social Security
Social security timeline
Annual retirement checklist
Understanding Social Security consumer guide
Windfall Elimination Provision
Estimate and optimize Social Security benefits
Use our Social Security benefits calculators to accurately estimate monthly benefits, compare filing strategies and support retirement income planning for customers.
Other related topics
Understanding the basics of Medicare
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