Ensure customers understand Social Security and maximize their benefits since, on average, it provides beneficiaries 40% of their pre-retirement income.¹ Your efforts can yield long-term benefits for them and enhance your value as a trusted retirement resource.

Position yourself as the ‘go-to’ resource for customers’ retirement planning needs by hosting an informational session on Understanding Social Security. We’ll provide everything you’ll need to be successful from invitations to presentation, including this helpful customer workbook.

Help customers better understand the strategies and tactics for Social Security income planning based on their personal situation. This insightful tool sheds light on the potential outcomes they could expect based on the retirement-planning decisions they make. Log in to use the calculator.